Patriot Financial Group Insurance Agency’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
4,108
+157
| +4% | +$8.28K | 0.02% | 476 |
|
|
2025
Q1 | $207K | Buy |
+3,951
| New | +$207K | 0.03% | 448 |
|
|
2022
Q3 | – | Sell |
-2,721
| Closed | -$138K | – | 1116 |
|
|
2022
Q2 | $138K | Buy |
2,721
+535
| +24% | +$27.1K | 0.03% | 465 |
|
|
2022
Q1 | $113K | Sell |
2,186
-10
| -0.5% | -$517 | 0.02% | 548 |
|
|
2021
Q4 | $118K | Hold |
2,196
| – | – | 0.02% | 600 |
|
|
2021
Q3 | $120K | Sell |
2,196
-229
| -9% | -$12.5K | 0.02% | 588 |
|
|
2021
Q2 | $133K | Sell |
2,425
-3,302
| -58% | -$181K | 0.02% | 542 |
|
|
2021
Q1 | $313K | Sell |
5,727
-22,889
| -80% | -$1.25M | 0.07% | 282 |
|
|
2020
Q4 | $1.58M | Sell |
28,616
-6,546
| -19% | -$361K | 0.4% | 43 |
|
|
2020
Q3 | $1.93M | Buy |
35,162
+4,787
| +16% | +$263K | 0.63% | 23 |
|
|
2020
Q2 | $1.66M | Buy |
30,375
+29,201
| +2,487% | +$1.6M | 0.64% | 25 |
|
|
2020
Q1 | $61K | Sell |
1,174
-3,121
| -73% | -$162K | 0.03% | 412 |
|
|
2019
Q4 | $230K | Buy |
4,295
+2,617
| +156% | +$140K | 0.09% | 200 |
|
|
2019
Q3 | $90K | Buy |
1,678
+19
| +1% | +$1.02K | 0.04% | 329 |
|
|
2019
Q2 | $88K | Buy |
1,659
+2
| +0.1% | +$106 | 0.04% | 334 |
|
|
2019
Q1 | $88K | Buy |
1,657
+203
| +14% | +$10.8K | 0.05% | 292 |
|
|
2018
Q4 | $75K | Sell |
1,454
-270
| -16% | -$13.9K | 0.05% | 261 |
|
|
2018
Q3 | $89K | Buy |
1,724
+296
| +21% | +$15.3K | 0.05% | 214 |
|
|
2018
Q2 | $74K | Sell |
1,428
-392
| -22% | -$20.3K | 0.08% | 147 |
|
|
2018
Q1 | $94K | Sell |
1,820
-168
| -8% | -$8.68K | 0.07% | 221 |
|
|
2017
Q4 | $105K | Buy |
1,988
+1,604
| +418% | +$84.7K | 0.08% | 203 |
|
|
2017
Q3 | $20K | Buy |
384
+154
| +67% | +$8.02K | 0.02% | 407 |
|
|
2017
Q2 | $12K | Buy |
230
+164
| +248% | +$8.56K | 0.01% | 493 |
|
|
2017
Q1 | $3K | Sell |
66
-710
| -91% | -$32.3K | ﹤0.01% | 704 |
|
|
2016
Q4 | $41K | Buy |
+776
| New | +$41K | 0.06% | 249 |
|