Shore Point 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 | $5.71M | Buy |
108,132
+3,922
| +4% | +$207K | 2.74% | 11 |
|
|
2025
Q1 | $5.46M | Buy |
104,210
+396
| +0.4% | +$20.7K | 2.89% | 12 |
|
|
2024
Q4 | $5.37M | Buy |
103,814
+3,311
| +3% | +$171K | 2.89% | 11 |
|
|
2024
Q3 | $5.29M | Buy |
100,503
+1,089
| +1% | +$57.3K | 2.83% | 11 |
|
|
2024
Q2 | $5.09M | Buy |
99,414
+2,482
| +3% | +$127K | 2.89% | 12 |
|
|
2024
Q1 | $4.97M | Buy |
96,932
+5,476
| +6% | +$281K | 2.84% | 11 |
|
|
2023
Q4 | $4.69M | Sell |
91,456
-1,123
| -1% | -$57.6K | 2.9% | 11 |
|
|
2023
Q3 | $4.61M | Buy |
92,579
+5,385
| +6% | +$268K | 3.34% | 12 |
|
|
2023
Q2 | $4.37M | Buy |
87,194
+4,354
| +5% | +$218K | 3.12% | 12 |
|
|
2023
Q1 | $4.19M | Buy |
82,840
+1,468
| +2% | +$74.2K | 3.17% | 12 |
|
|
2022
Q4 | $4.05M | Sell |
81,372
-7,980
| -9% | -$398K | 3.33% | 12 |
|
|
2022
Q3 | $4.4M | Buy |
89,352
+1,156
| +1% | +$57K | 4.3% | 11 |
|
|
2022
Q2 | $4.46M | Buy |
88,196
+3,500
| +4% | +$177K | 4.17% | 11 |
|
|
2022
Q1 | $4.38M | Buy |
84,696
+7,297
| +9% | +$377K | 3.8% | 11 |
|
|
2021
Q4 | $4.17M | Buy |
+77,399
| New | +$4.17M | 3.47% | 11 |
|