Steward Partners Investment Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Steward Partners Investment Advisory’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.1M	Buy	344,713 +9,935	+3%	+$525K	0.09%	197
2025 Q4	$17.7M	Buy	334,778 +6,245	+2%	+$331K	0.1%	184
2025 Q3	$17.4M	Buy	328,533 +708	+0.2%	+$37.4K	0.1%	179
2025 Q2	$17.3M	Buy	327,825 +10,452	+3%	+$546K	0.14%	152
2025 Q1	$16.6M	Sell	317,373 -5,046	-2%	-$262K	0.15%	142
2024 Q4	$16.7M	Buy	322,419 +23,145	+8%	+$1.2M	0.15%	136
2024 Q3	$15.8M	Buy	299,274 +1,169	+0.4%	+$60.8K	0.15%	144
2024 Q2	$15.3M	Buy	298,105 +7,207	+2%	+$368K	0.16%	128
2024 Q1	$14.9M	Buy	290,898 +5,088	+2%	+$260K	0.16%	125
2023 Q4	$14.7M	Sell	285,810 -99,728	-26%	-$5.01M	0.2%	109
2023 Q3	$19.2M	Buy	385,538 +4,681	+1%	+$234K	0.3%	71
2023 Q2	$19.1M	Buy	380,857 +1,846	+0.5%	+$93K	0.29%	74
2023 Q1	$19.2M	Sell	379,011 -1,816	-0.5%	-$91.2K	0.31%	75
2022 Q4	$19M	Buy	380,827 +331,867	+678%	+$16.4M	0.32%	71
2022 Q3	$2.41M	Sell	48,960 -29,930	-38%	-$1.51M	0.05%	379
2022 Q2	$3.99M	Sell	78,890 -12,834	-14%	-$653K	0.07%	280
2022 Q1	$4.74M	Sell	91,724 -4,345	-5%	-$229K	0.07%	272
2021 Q4	$5.18M	Sell	96,069 -46,430	-33%	-$2.51M	0.08%	259
2021 Q3	$7.79M	Sell	142,499 -50,964	-26%	-$2.79M	0.13%	178
2021 Q2	$10.6M	Buy	193,463 +8,547	+5%	+$468K	0.18%	125
2021 Q1	$10.1M	Buy	184,916 +58,269	+46%	+$3.2M	0.18%	135
2020 Q4	$6.99M	Buy	126,647 +21,668	+21%	+$1.19M	0.15%	148
2020 Q3	$5.76M	Buy	104,979 +30,075	+40%	+$1.65M	0.15%	162
2020 Q2	$4.1M	Buy	74,904 +54,104	+260%	+$2.91M	0.12%	186
2020 Q1	$1.09M	Sell	20,800 -3,047	-13%	-$162K	0.04%	369
2019 Q4	$1.28M	Sell	23,847 -2,444	-9%	-$131K	0.04%	389
2019 Q3	$1.41M	Buy	26,291 +7	+0%	+$374	0.05%	338
2019 Q2	$1.4M	Sell	26,284 -3,462	-12%	-$183K	0.05%	317
2019 Q1	$1.57M	Sell	29,746 -24,208	-45%	-$1.26M	0.07%	274
2018 Q4	$2.79M	Buy	53,954 +540	+1%	+$27.8K	0.14%	175
2018 Q3	$2.77M	Sell	53,414 -1,266	-2%	-$65.6K	0.13%	174
2018 Q2	$2.83M	Buy	54,680 +1,324	+2%	+$68.6K	0.17%	142
2018 Q1	$2.77M	Sell	53,356 -2,984	-5%	-$155K	0.19%	121
2017 Q4	$2.94M	Sell	56,340 -1,690	-3%	-$88.7K	0.22%	114
2017 Q3	$3.06M	Buy	58,030 +7,736	+15%	+$408K	0.31%	84
2017 Q2	$2.65M	Buy	50,294 +4,704	+10%	+$248K	0.3%	87
2017 Q1	$2.4M	Buy	45,590 +10,984	+32%	+$577K	0.36%	70
2016 Q4	$1.81M	Buy	+34,606	New	+$1.82M	0.83%	24