SVWAG
Sound View Wealth Advisors Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
45,627
+110
| +0.2% | +$5.8K | 0.18% | 114 |
|
|
2025
Q1 | $2.38M | Sell |
45,517
-97
| -0.2% | -$5.08K | 0.2% | 107 |
|
|
2024
Q4 | $2.36M | Hold |
45,614
| – | – | 0.19% | 109 |
|
|
2024
Q3 | $2.4M | Sell |
45,614
-399
| -0.9% | -$21K | 0.2% | 116 |
|
|
2024
Q2 | $2.36M | Hold |
46,013
| – | – | 0.24% | 96 |
|
|
2024
Q1 | $2.36M | Buy |
46,013
+39,374
| +593% | +$2.02M | 0.25% | 97 |
|
|
2023
Q4 | $340K | Sell |
6,639
-856
| -11% | -$43.9K | 0.04% | 286 |
|
|
2023
Q3 | $373K | Buy |
7,495
+883
| +13% | +$44K | 0.05% | 258 |
|
|
2023
Q2 | $332K | Hold |
6,612
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $334K | Sell |
6,612
-27
| -0.4% | -$1.37K | 0.05% | 271 |
|
|
2022
Q4 | $340K | Buy |
6,639
+157
| +2% | +$8.05K | 0.04% | 286 |
|
|
2022
Q3 | $319K | Hold |
6,482
| – | – | 0.07% | 202 |
|
|
2022
Q2 | $328K | Hold |
6,482
| – | – | 0.07% | 208 |
|
|
2022
Q1 | $335K | Hold |
6,482
| – | – | 0.06% | 222 |
|
|
2021
Q4 | $349K | Hold |
6,482
| – | – | 0.07% | 214 |
|
|
2021
Q3 | $354K | Hold |
6,482
| – | – | 0.07% | 202 |
|
|
2021
Q2 | $355K | Hold |
6,482
| – | – | 0.07% | 211 |
|
|
2021
Q1 | $354K | Hold |
6,482
| – | – | 0.08% | 190 |
|
|
2020
Q4 | $358K | Sell |
6,482
-1,740
| -21% | -$96.1K | 0.09% | 180 |
|
|
2020
Q3 | $451K | Buy |
8,222
+740
| +10% | +$40.6K | 0.12% | 151 |
|
|
2020
Q2 | $409K | Buy |
+7,482
| New | +$409K | 0.12% | 153 |
|