U.S. Capital Wealth Advisors’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 | $523K | Hold |
9,916
| – | – | 0.02% | 581 |
|
|
2025
Q1 | $519K | Hold |
9,916
| – | – | 0.02% | 579 |
|
|
2024
Q4 | $513K | Hold |
9,916
| – | – | 0.02% | 556 |
|
|
2024
Q3 | $522K | Hold |
9,916
| – | – | 0.02% | 464 |
|
|
2024
Q2 | $508K | Sell |
9,916
-53
| -0.5% | -$2.72K | 0.02% | 456 |
|
|
2024
Q1 | $511K | Buy |
9,969
+53
| +0.5% | +$2.72K | 0.02% | 464 |
|
|
2023
Q4 | $508K | Hold |
9,916
| – | – | 0.02% | 451 |
|
|
2023
Q3 | $494K | Hold |
9,916
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $497K | Hold |
9,916
| – | – | 0.02% | 441 |
|
|
2023
Q1 | $501K | Hold |
9,916
| – | – | 0.02% | 430 |
|
|
2022
Q4 | $494K | Hold |
9,916
| – | – | 0.02% | 452 |
|
|
2022
Q3 | $489K | Sell |
9,916
-200
| -2% | -$9.86K | 0.02% | 446 |
|
|
2022
Q2 | $511K | Hold |
10,116
| – | – | 0.02% | 446 |
|
|
2022
Q1 | $523K | Hold |
10,116
| – | – | 0.02% | 504 |
|
|
2021
Q4 | $545K | Sell |
10,116
-1,828
| -15% | -$98.5K | 0.02% | 494 |
|
|
2021
Q3 | $653K | Buy |
+11,944
| New | +$653K | 0.03% | 461 |
|