Sound View Wealth Advisors Group’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 | $2.41M | Buy |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.36M | Hold |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.36M | Hold |
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|
2024
Q1 | $2.36M | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $373K | Buy |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $354K | Hold |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q2 | $409K | Buy |
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