Resurgent Financial Advisors’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
Q1 | – | Sell |
-3,966
| Closed | -$205K | – | 186 |
|
|
2024
Q4 | $205K | Buy |
+3,966
| New | +$205K | 0.12% | 173 |
|
|
2024
Q1 | – | Sell |
-791
| Closed | -$40.6K | – | 323 |
|
|
2023
Q4 | $40.6K | Sell |
791
-83
| -9% | -$4.26K | 0.02% | 373 |
|
|
2023
Q3 | $43.6K | Buy |
874
+48
| +6% | +$2.39K | 0.03% | 345 |
|
|
2023
Q2 | $41.4K | Hold |
826
| – | – | 0.03% | 358 |
|
|
2023
Q1 | $41.7K | Buy |
+826
| New | +$41.7K | 0.03% | 358 |
|