RFG - Bristol Wealth 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
Q2
$6.59M Buy
124,960
+16,409
+15% +$866K 2.04% 12
2025
Q1
$5.68M Sell
108,551
-41,389
-28% -$2.17M 1.91% 14
2024
Q4
$7.75M Buy
+149,940
New +$7.75M 2.54% 10