Visionary 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
Q1 | – | Sell |
-15,496
| Closed | -$801K | – | 548 |
|
|
2024
Q4 | $801K | Sell |
15,496
-3,294
| -18% | -$170K | 0.05% | 288 |
|
|
2024
Q3 | $989K | Sell |
18,790
-8,372
| -31% | -$441K | 0.06% | 254 |
|
|
2024
Q2 | $1.39M | Buy |
27,162
+17,638
| +185% | +$904K | 0.09% | 211 |
|
|
2024
Q1 | $488K | Buy |
9,524
+3,000
| +46% | +$154K | 0.03% | 322 |
|
|
2023
Q4 | $335K | Buy |
6,524
+280
| +4% | +$14.4K | 0.02% | 377 |
|
|
2023
Q3 | $311K | Buy |
6,244
+730
| +13% | +$36.4K | 0.03% | 360 |
|
|
2023
Q2 | $277K | Sell |
5,514
-178,257
| -97% | -$8.94M | 0.02% | 376 |
|
|
2023
Q1 | $9.29M | Buy |
183,771
+178,409
| +3,327% | +$9.02M | 0.79% | 30 |
|
|
2022
Q4 | $267K | Buy |
+5,362
| New | +$267K | 0.02% | 346 |
|
|
2022
Q3 | – | Sell |
-4,352
| Closed | -$220K | – | 424 |
|
|
2022
Q2 | $220K | Sell |
4,352
-1,941
| -31% | -$98.1K | 0.02% | 377 |
|
|
2022
Q1 | $325K | Buy |
+6,293
| New | +$325K | 0.03% | 313 |
|
|
2020
Q2 | – | Sell |
-6,582
| Closed | -$344K | – | 235 |
|
|
2020
Q1 | $344K | Buy |
+6,582
| New | +$344K | 0.06% | 144 |
|