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