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SWA
Stratos Wealth Advisors’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
Stratos Wealth Advisors’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
–
Sell
-5,176
Closed
-$274K
–
639
2025
Q4
$274K
Buy
+5,176
New
+$274K
0.01%
546
2022
Q2
–
Sell
-4,702
Closed
-$243K
–
527
2022
Q1
$243K
Sell
4,702
-4,258
-48%
-$224K
0.02%
479
2021
Q4
$483K
Sell
8,960
-20,925
-70%
-$1.13M
0.03%
401
2021
Q3
$1.63M
Sell
29,885
-25,681
-46%
-$1.41M
0.14%
192
2021
Q2
$3.05M
Buy
55,566
+38,140
+219%
+$2.09M
0.27%
100
2021
Q1
$953K
Sell
17,426
-35,234
-67%
-$1.93M
0.1%
214
2020
Q4
$2.9M
Buy
52,660
+29,684
+129%
+$1.63M
0.4%
66
2020
Q3
$1.26M
Buy
22,976
+13,989
+156%
+$768K
0.31%
86
2020
Q2
$492K
Buy
8,987
+8,602
+2,234%
+$463K
0.15%
148
2020
Q1
$20K
Buy
+385
New
+$20.5K
0.01%
218
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1-Year Est. Return
EWA
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$20.3B AUM
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$431B AUM
30.22%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
B
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$6.19B AUM
16.5%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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