SAG
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 634 |
|
|
2023
Q4 | – | Sell |
-25,010
| Closed | -$1.25M | – | 260 |
|
|
2023
Q3 | $1.25M | Buy |
25,010
+141
| +0.6% | +$7.03K | 0.07% | 178 |
|
|
2023
Q2 | $1.25M | Sell |
24,869
-91
| -0.4% | -$4.57K | 0.07% | 188 |
|
|
2023
Q1 | $1.26M | Buy |
24,960
+17,820
| +250% | +$901K | 0.08% | 172 |
|
|
2022
Q4 | $356K | Buy |
+7,140
| New | +$356K | 0.03% | 300 |
|