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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$249K Buy
2023
Q2
$249K Sell
2023
Q1
$300K Sell
2022
Q4
$299K Hold
2022
Q3
$296K Hold
2022
Q2
$304K Hold
2022
Q1
$311K Hold
2021
Q4
$323K Buy