Sutton Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sutton Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$465K	Sell	9,330 -294	-3%	-$14.7K	0.23%	68
2023 Q2	$483K	Sell	9,624 -261	-3%	-$13.1K	0.23%	68
2023 Q1	$500K	Sell	9,885 -190	-2%	-$9.6K	0.27%	63
2022 Q4	$502K	Sell	10,075 -678	-6%	-$33.8K	0.19%	82
2022 Q3	$530K	Sell	10,753 -961	-8%	-$47.4K	0.22%	73
2022 Q2	$592K	Sell	11,714 -2,666	-19%	-$135K	0.24%	72
2022 Q1	$744K	Sell	14,380 -2,655	-16%	-$137K	0.26%	68
2021 Q4	$918K	Sell	17,035 -1,586	-9%	-$85.5K	0.31%	53
2021 Q3	$1.02M	Sell	18,621 -393	-2%	-$21.5K	0.38%	46
2021 Q2	$1.04M	Buy	19,014 +94	+0.5%	+$5.15K	0.38%	46
2021 Q1	$1.03M	Sell	18,920 -143	-0.8%	-$7.82K	0.41%	46
2020 Q4	$1.05M	Sell	19,063 -78	-0.4%	-$4.3K	0.45%	43
2020 Q3	$1.05M	Sell	19,141 -474	-2%	-$26K	0.51%	40
2020 Q2	$1.07M	Buy	19,615 +3,476	+22%	+$190K	0.56%	35
2020 Q1	$845K	Buy	16,139 +234	+1%	+$12.3K	0.53%	40
2019 Q4	$853K	Sell	15,905 -20	-0.1%	-$1.07K	0.44%	46
2019 Q3	$855K	Sell	15,925 -401	-2%	-$21.5K	0.48%	43
2019 Q2	$872K	Sell	16,326 -123	-0.7%	-$6.57K	0.5%	38
2019 Q1	$869K	Sell	16,449 -973	-6%	-$51.4K	0.51%	36
2018 Q4	$900K	Sell	17,422 -5,108	-23%	-$264K	0.58%	32
2018 Q3	$1.17M	Sell	22,530 -688	-3%	-$35.7K	0.77%	19
2018 Q2	$1.2M	Sell	23,218 -4,176	-15%	-$217K	0.84%	17
2018 Q1	$1.42M	Sell	27,394 -2,552	-9%	-$132K	1.02%	16
2017 Q4	$1.57M	Sell	29,946 -2,016	-6%	-$105K	1.15%	14
2017 Q3	$1.68M	Buy	31,962 +698	+2%	+$36.8K	1.29%	13
2017 Q2	$1.65M	Buy	31,264 +822	+3%	+$43.3K	1.3%	13
2017 Q1	$1.6M	Sell	30,442 -400	-1%	-$21K	1.34%	12
2016 Q4	$1.62M	Sell	30,842 -482	-2%	-$25.3K	1.45%	11
2016 Q3	$1.66M	Sell	31,324 -2,076	-6%	-$110K	1.51%	11
2016 Q2	$1.77M	Sell	33,400 -982	-3%	-$52.1K	1.67%	11
2016 Q1	$1.81M	Buy	+34,382	New	+$1.81M	1.72%	9