Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Sell |
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2025
Q1 | $9.8M | Buy |
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|
2024
Q4 | $9.67M | Sell |
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|
2024
Q3 | $10.4M | Buy |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $9.82M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $824K | Hold |
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|
2021
Q2 | $833K | Sell |
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|
2021
Q1 | $903K | Sell |
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|
2020
Q4 | $980K | Sell |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $79K | Sell |
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|
2013
Q4 | $158K | Buy |
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