VA
Valmark Advisers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+5,031
| New | +$265K | ﹤0.01% | 572 |
|
|
2025
Q1 | – | Sell |
-4,233
| Closed | -$219K | – | 612 |
|
|
2024
Q4 | $219K | Sell |
4,233
-1,860
| -31% | -$96.2K | ﹤0.01% | 569 |
|
|
2024
Q3 | $321K | Buy |
+6,093
| New | +$321K | 0.01% | 486 |
|
|
2022
Q1 | – | Sell |
-6,911
| Closed | -$372K | – | 429 |
|
|
2021
Q4 | $372K | Sell |
6,911
-864
| -11% | -$46.5K | 0.01% | 317 |
|
|
2021
Q3 | $425K | Sell |
7,775
-1,641
| -17% | -$89.7K | 0.01% | 289 |
|
|
2021
Q2 | $516K | Sell |
9,416
-513
| -5% | -$28.1K | 0.01% | 276 |
|
|
2021
Q1 | $543K | Sell |
9,929
-6,416
| -39% | -$351K | 0.01% | 258 |
|
|
2020
Q4 | $902K | Sell |
16,345
-1,571
| -9% | -$86.7K | 0.02% | 180 |
|
|
2020
Q3 | $984K | Buy |
17,916
+9,933
| +124% | +$546K | 0.02% | 133 |
|
|
2020
Q2 | $437K | Buy |
7,983
+2,635
| +49% | +$144K | 0.01% | 177 |
|
|
2020
Q1 | $280K | Sell |
5,348
-99
| -2% | -$5.18K | 0.01% | 184 |
|
|
2019
Q4 | $292K | Buy |
5,447
+450
| +9% | +$24.1K | 0.01% | 199 |
|
|
2019
Q3 | $268K | Buy |
+4,997
| New | +$268K | 0.01% | 204 |
|