Pathstone Family Office’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$38.6M Buy
2023
Q2
$29.7M Sell
2023
Q1
$30.3M Sell
2022
Q4
$121M Sell
2022
Q3
$177M Buy
2022
Q2
$99.7M Buy
2022
Q1
$291K Hold
2021
Q4
$303K Hold
2021
Q3
$308K Hold
2021
Q2
$308K Hold
2021
Q1
$308K Sell
2020
Q4
$435K Sell
2020
Q3
$1.15M Sell
2020
Q2
$2.27M Buy
2020
Q1
$1.96M Buy