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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $761K | Sell |
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2024
Q4 | $754K | Sell |
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2024
Q3 | $843K | Sell |
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2024
Q2 | $872K | Sell |
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|
2024
Q1 | $884K | Sell |
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|
2023
Q4 | $985K | Sell |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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