Sax Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sax Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.52M	Sell
2025 Q2	$3.83M	Buy
2025 Q1	$328K	Buy
2024 Q4	$202K	Buy
2021 Q4	–	Sell
2021 Q3	$2.3M	Buy
2021 Q2	$2.24M	Buy
2021 Q1	$2.24M	Hold
2020 Q4	$2.26M	Buy