PWA
Physician Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
33,614
-2,181
| -6% | -$115K | 0.28% | 52 |
|
|
2025
Q1 | $1.87M | Sell |
35,795
-6,000
| -14% | -$314K | 0.32% | 49 |
|
|
2024
Q4 | $2.16M | Buy |
41,795
+2,102
| +5% | +$109K | 0.37% | 44 |
|
|
2024
Q3 | $2.07M | Buy |
39,693
+673
| +2% | +$35.2K | 0.37% | 42 |
|
|
2024
Q2 | $2.01M | Buy |
39,020
+1,568
| +4% | +$80.9K | 0.37% | 44 |
|
|
2024
Q1 | $1.9M | Buy |
37,452
+2,075
| +6% | +$105K | 0.4% | 43 |
|
|
2023
Q4 | $1.81M | Buy |
35,377
+612
| +2% | +$31.3K | 0.4% | 38 |
|
|
2023
Q3 | $1.73M | Buy |
34,765
+1,420
| +4% | +$70.8K | 0.45% | 36 |
|
|
2023
Q2 | $1.67M | Buy |
33,345
+132
| +0.4% | +$6.59K | 0.41% | 35 |
|
|
2023
Q1 | $1.67M | Sell |
33,213
-400
| -1% | -$20.1K | 0.44% | 34 |
|
|
2022
Q4 | $1.7M | Sell |
33,613
-1,822
| -5% | -$92.1K | 0.46% | 34 |
|
|
2022
Q3 | $1.75M | Buy |
35,435
+3,338
| +10% | +$165K | 0.54% | 32 |
|
|
2022
Q2 | $1.64M | Sell |
32,097
-1,029
| -3% | -$52.6K | 0.48% | 35 |
|
|
2022
Q1 | $1.69M | Buy |
33,126
+10,506
| +46% | +$536K | 0.45% | 42 |
|
|
2021
Q4 | $1.21M | Sell |
22,620
-650
| -3% | -$34.9K | 0.32% | 47 |
|
|
2021
Q3 | $1.27M | Buy |
23,270
+1,132
| +5% | +$61.6K | 0.35% | 47 |
|
|
2021
Q2 | $1.22M | Buy |
22,138
+1,474
| +7% | +$80.9K | 0.35% | 46 |
|
|
2021
Q1 | $1.13M | Buy |
20,664
+98
| +0.5% | +$5.35K | 0.37% | 44 |
|
|
2020
Q4 | $1.13M | Sell |
20,566
-48,292
| -70% | -$2.66M | 0.39% | 43 |
|
|
2020
Q3 | $3.77M | Buy |
68,858
+6,720
| +11% | +$368K | 1.51% | 17 |
|
|
2020
Q2 | $3.42M | Buy |
62,138
+11,991
| +24% | +$660K | 1.38% | 19 |
|
|
2020
Q1 | $2.68M | Buy |
50,147
+44,963
| +867% | +$2.4M | 1.34% | 22 |
|
|
2019
Q4 | $279K | Buy |
5,184
+941
| +22% | +$50.6K | 0.12% | 92 |
|
|
2019
Q3 | $228K | Buy |
+4,243
| New | +$228K | 0.11% | 94 |
|