Sequoia Financial 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
Q2 | $1.45M | Sell |
27,554
-5,559
| -17% | -$293K | 0.01% | 560 |
|
|
2025
Q1 | $1.73M | Buy |
33,113
+1,444
| +5% | +$75.6K | 0.01% | 468 |
|
|
2024
Q4 | $1.64M | Buy |
31,669
+25,031
| +377% | +$1.29M | 0.02% | 459 |
|
|
2024
Q3 | $350K | Sell |
6,638
-691
| -9% | -$36.4K | ﹤0.01% | 903 |
|
|
2024
Q2 | $376K | Sell |
7,329
-490
| -6% | -$25.1K | ﹤0.01% | 802 |
|
|
2024
Q1 | $401K | Buy |
7,819
+1,462
| +23% | +$75K | 0.01% | 758 |
|
|
2023
Q4 | $326K | Sell |
6,357
-581
| -8% | -$29.8K | ﹤0.01% | 890 |
|
|
2023
Q3 | $346K | Buy |
6,938
+633
| +10% | +$31.5K | 0.01% | 633 |
|
|
2023
Q2 | $316K | Sell |
6,305
-160
| -2% | -$8.03K | 0.01% | 676 |
|
|
2023
Q1 | $327K | Sell |
6,465
-2,569
| -28% | -$130K | 0.01% | 594 |
|
|
2022
Q4 | $450K | Buy |
9,034
+2,362
| +35% | +$118K | 0.01% | 462 |
|
|
2022
Q3 | $329K | Sell |
6,672
-3,157
| -32% | -$156K | 0.01% | 364 |
|
|
2022
Q2 | $497K | Buy |
9,829
+3,212
| +49% | +$162K | 0.01% | 325 |
|
|
2022
Q1 | $342K | Buy |
+6,617
| New | +$342K | 0.01% | 457 |
|
|
2021
Q3 | – | Sell |
-8,755
| Closed | -$480K | – | 344 |
|
|
2021
Q2 | $480K | Buy |
+8,755
| New | +$480K | 0.02% | 285 |
|