Powers Advisory Group’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 | $10.5M | Buy |
198,411
+2,210
| +1% | +$117K | 4.6% | 5 |
|
2025
Q1 | $10.3M | Buy |
196,201
+3,547
| +2% | +$186K | 4.9% | 4 |
|
2024
Q4 | $9.96M | Sell |
192,654
-4,453
| -2% | -$230K | 4.99% | 4 |
|
2024
Q3 | $10.4M | Buy |
197,107
+4,022
| +2% | +$212K | 5.18% | 4 |
|
2024
Q2 | $9.89M | Buy |
193,085
+11,399
| +6% | +$584K | 5.4% | 4 |
|
2024
Q1 | $9.32M | Buy |
181,686
+9,067
| +5% | +$465K | 5.33% | 4 |
|
2023
Q4 | $8.85M | Buy |
172,619
+1,798
| +1% | +$92.2K | 5.46% | 4 |
|
2023
Q3 | $8.51M | Buy |
170,821
+7,617
| +5% | +$380K | 5.78% | 3 |
|
2023
Q2 | $8.19M | Buy |
163,204
+5,420
| +3% | +$272K | 5.43% | 4 |
|
2023
Q1 | $7.97M | Buy |
157,784
+9,477
| +6% | +$479K | 5.57% | 3 |
|
2022
Q4 | $7.39M | Buy |
148,307
+2,265
| +2% | +$113K | 5.45% | 3 |
|
2022
Q3 | $7.2M | Buy |
146,042
+1,878
| +1% | +$92.5K | 5.74% | 3 |
|
2022
Q2 | $7.29M | Buy |
144,164
+5,107
| +4% | +$258K | 5.61% | 3 |
|
2022
Q1 | $7.19M | Buy |
139,057
+68,139
| +96% | +$3.52M | 5% | 3 |
|
2021
Q4 | $3.82M | Buy |
+70,918
| New | +$3.82M | 2.69% | 10 |
|