SFA
Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.17M | Buy |
79,201
+21
| +0% | +$1.11K | 1.23% | 18 |
|
|
2024
Q2 | $4.06M | Sell |
79,180
-1,764
| -2% | -$90.4K | 1.25% | 18 |
|
|
2024
Q1 | $4.15M | Buy |
80,944
+6,318
| +8% | +$324K | 1.26% | 17 |
|
|
2023
Q4 | $3.83M | Buy |
74,626
+10,879
| +17% | +$558K | 1.19% | 20 |
|
|
2023
Q3 | $3.18M | Buy |
63,747
+13,108
| +26% | +$653K | 1.07% | 21 |
|
|
2023
Q2 | $2.54M | Buy |
50,639
+3,710
| +8% | +$186K | 0.83% | 27 |
|
|
2023
Q1 | $2.37M | Buy |
+46,929
| New | +$2.37M | 0.79% | 24 |
|