Sowell Financial Services’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 | $2.01M | Sell |
38,139
-614
| -2% | -$32.4K | 0.08% | 266 |
|
|
2025
Q1 | $2.03M | Sell |
38,753
-328
| -0.8% | -$17.2K | 0.09% | 234 |
|
|
2024
Q4 | $2.02M | Buy |
+39,081
| New | +$2.02M | 0.11% | 213 |
|
|
2023
Q2 | – | Sell |
-5,834
| Closed | -$295K | – | 673 |
|
|
2023
Q1 | $295K | Buy |
+5,834
| New | +$295K | 0.02% | 561 |
|
|
2022
Q1 | – | Sell |
-32,505
| Closed | -$1.75M | – | 320 |
|
|
2021
Q4 | $1.75M | Sell |
32,505
-1,498
| -4% | -$80.7K | 0.1% | 220 |
|
|
2021
Q3 | $1.86M | Sell |
34,003
-10,125
| -23% | -$553K | 0.13% | 190 |
|
|
2021
Q2 | $2.42M | Sell |
44,128
-27,911
| -39% | -$1.53M | 0.16% | 161 |
|
|
2021
Q1 | $3.95M | Buy |
72,039
+1,847
| +3% | +$101K | 0.14% | 143 |
|
|
2020
Q4 | $3.87M | Sell |
70,192
-5,373
| -7% | -$296K | 0.17% | 120 |
|
|
2020
Q3 | $4.15M | Sell |
75,565
-10,515
| -12% | -$577K | 0.21% | 105 |
|
|
2020
Q2 | $4.71M | Buy |
86,080
+39,221
| +84% | +$2.15M | 0.26% | 90 |
|
|
2020
Q1 | $2.45M | Buy |
46,859
+10,605
| +29% | +$555K | 0.18% | 124 |
|
|
2019
Q4 | $1.94M | Sell |
36,254
-22,554
| -38% | -$1.21M | 0.15% | 146 |
|
|
2019
Q3 | $3.16M | Buy |
+58,808
| New | +$3.16M | 0.26% | 83 |
|
|
2017
Q3 | – | Sell |
-3,986
| Closed | -$210K | – | 272 |
|
|
2017
Q2 | $210K | Buy |
+3,986
| New | +$210K | 0.06% | 232 |
|
|
2017
Q1 | – | Sell |
-744
| Closed | -$39K | – | 408 |
|
|
2016
Q4 | $39K | Buy |
+744
| New | +$39K | 0.01% | 361 |
|