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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
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2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $480K | Buy |
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