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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $133K | Sell |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $1.58M | Sell |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $88K | Buy |
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|
2019
Q1 | $88K | Buy |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $89K | Buy |
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|
2018
Q2 | $74K | Sell |
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|
2018
Q1 | $94K | Sell |
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|
2017
Q4 | $105K | Buy |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $41K | Buy |
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