Schechter Investment 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 | $761K | Sell |
14,537
-57
| -0.4% | -$2.99K | 0.06% | 275 |
|
|
2024
Q4 | $754K | Sell |
14,594
-1,420
| -9% | -$73.4K | 0.06% | 290 |
|
|
2024
Q3 | $843K | Sell |
16,014
-1,000
| -6% | -$52.7K | 0.06% | 281 |
|
|
2024
Q2 | $872K | Sell |
17,014
-226
| -1% | -$11.6K | 0.07% | 270 |
|
|
2024
Q1 | $884K | Sell |
17,240
-1,970
| -10% | -$101K | 0.07% | 270 |
|
|
2023
Q4 | $985K | Sell |
19,210
-3,500
| -15% | -$179K | 0.09% | 233 |
|
|
2023
Q3 | $1.13M | Hold |
22,710
| – | – | 0.11% | 199 |
|
|
2023
Q2 | $1.14M | Sell |
22,710
-70
| -0.3% | -$3.51K | 0.1% | 221 |
|
|
2023
Q1 | $1.15M | Sell |
22,780
-1,230
| -5% | -$62.2K | 0.11% | 220 |
|
|
2022
Q4 | $1.2M | Sell |
24,010
-6,135
| -20% | -$306K | 0.11% | 232 |
|
|
2022
Q3 | $1.49M | Sell |
30,145
-1,960
| -6% | -$96.6K | 0.15% | 164 |
|
|
2022
Q2 | $1.62M | Buy |
32,105
+4
| +0% | +$202 | 0.16% | 131 |
|
|
2022
Q1 | $1.66M | Sell |
32,101
-1,870
| -6% | -$96.7K | 0.15% | 141 |
|
|
2021
Q4 | $1.83M | Buy |
+33,971
| New | +$1.83M | 0.17% | 133 |
|