Savvy Advisors Inc’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 | $807K | Sell |
15,287
-193
| -1% | -$10.2K | 0.05% | 255 |
|
|
2025
Q1 | $811K | Sell |
15,480
-2,803
| -15% | -$147K | 0.08% | 200 |
|
|
2024
Q4 | $945K | Buy |
18,283
+2,439
| +15% | +$126K | 0.11% | 148 |
|
|
2024
Q3 | $834K | Buy |
15,844
+1,630
| +11% | +$85.8K | 0.17% | 125 |
|
|
2024
Q2 | $728K | Sell |
14,214
-290
| -2% | -$14.9K | 0.24% | 98 |
|
|
2024
Q1 | $744K | Buy |
14,504
+8,288
| +133% | +$425K | 0.43% | 56 |
|
|
2023
Q4 | $319K | Buy |
+6,216
| New | +$319K | 0.31% | 101 |
|