SFG
Sovereign Financial 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 | $1.94M | Buy |
36,766
+384
| +1% | +$20.3K | 0.4% | 44 |
|
|
2025
Q1 | $1.91M | Buy |
36,382
+5,043
| +16% | +$264K | 0.44% | 42 |
|
|
2024
Q4 | $1.62M | Sell |
31,339
-1,086
| -3% | -$56.1K | 0.37% | 51 |
|
|
2024
Q3 | $1.71M | Buy |
32,425
+592
| +2% | +$31.2K | 0.4% | 47 |
|
|
2024
Q2 | $1.63M | Sell |
31,833
-1,418
| -4% | -$72.7K | 0.41% | 47 |
|
|
2024
Q1 | $1.71M | Sell |
33,251
-207
| -0.6% | -$10.6K | 0.45% | 39 |
|
|
2023
Q4 | $1.72M | Buy |
33,458
+2,013
| +6% | +$103K | 0.52% | 33 |
|
|
2023
Q3 | $1.57M | Sell |
31,445
-18
| -0.1% | -$897 | 0.56% | 35 |
|
|
2023
Q2 | $1.58M | Buy |
31,463
+2,628
| +9% | +$132K | 0.51% | 44 |
|
|
2023
Q1 | $1.46M | Buy |
28,835
+843
| +3% | +$42.6K | 0.54% | 43 |
|
|
2022
Q4 | $1.39M | Sell |
27,992
-8,309
| -23% | -$414K | 0.55% | 50 |
|
|
2022
Q3 | $1.79M | Sell |
36,301
-3,469
| -9% | -$171K | 0.73% | 33 |
|
|
2022
Q2 | $2.01M | Sell |
39,770
-12,586
| -24% | -$636K | 0.79% | 31 |
|
|
2022
Q1 | $2.71M | Sell |
52,356
-35,563
| -40% | -$1.84M | 1% | 21 |
|
|
2021
Q4 | $4.74M | Sell |
87,919
-38,018
| -30% | -$2.05M | 1.9% | 10 |
|
|
2021
Q3 | $6.88M | Buy |
125,937
+24,636
| +24% | +$1.35M | 3.96% | 3 |
|
|
2021
Q2 | $5.54M | Hold |
101,301
| – | – | 3.35% | 4 |
|
|
2021
Q1 | $5.54M | Buy |
101,301
+6,345
| +7% | +$347K | 3.46% | 4 |
|
|
2020
Q4 | $5.24M | Buy |
+94,956
| New | +$5.24M | 3.77% | 3 |
|