WAS
Wealth Advisory Solutions’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 | $548K | Hold |
10,385
| – | – | 0.14% | 85 |
|
|
2025
Q1 | $544K | Sell |
10,385
-481
| -4% | -$25.2K | 0.14% | 85 |
|
|
2024
Q4 | $562K | Sell |
10,866
-310
| -3% | -$16K | 0.16% | 80 |
|
|
2024
Q3 | $589K | Sell |
11,176
-110
| -1% | -$5.79K | 0.16% | 77 |
|
|
2024
Q2 | $578K | Sell |
11,286
-512
| -4% | -$26.2K | 0.16% | 77 |
|
|
2024
Q1 | $605K | Sell |
11,798
-346
| -3% | -$17.7K | 0.16% | 76 |
|
|
2023
Q4 | $623K | Sell |
12,144
-13,145
| -52% | -$674K | 0.22% | 50 |
|
|
2023
Q3 | $1.28M | Buy |
25,289
+11,599
| +85% | +$586K | 0.25% | 60 |
|
|
2023
Q2 | $687K | Sell |
13,690
-55
| -0.4% | -$2.76K | 0.18% | 74 |
|
|
2023
Q1 | $695K | Sell |
13,745
-8,517
| -38% | -$430K | 0.18% | 80 |
|
|
2022
Q4 | $1.11M | Sell |
22,262
-11,232
| -34% | -$560K | 0.3% | 72 |
|
|
2022
Q3 | $1.65M | Sell |
33,494
-3,301
| -9% | -$163K | 0.46% | 61 |
|
|
2022
Q2 | $1.86M | Sell |
36,795
-2,505
| -6% | -$127K | 0.46% | 64 |
|
|
2022
Q1 | $2.03M | Buy |
+39,300
| New | +$2.03M | 0.42% | 64 |
|
|
2021
Q3 | $2.22M | Buy |
40,652
+276
| +0.7% | +$15.1K | 0.49% | 53 |
|
|
2021
Q2 | $2.21M | Sell |
40,376
-16,887
| -29% | -$926K | 0.53% | 53 |
|
|
2021
Q1 | $3K | Sell |
57,263
-50,616
| -47% | -$2.65K | ﹤0.01% | 98 |
|
|
2020
Q4 | $5.95M | Sell |
107,879
-15,482
| -13% | -$854K | 1.62% | 19 |
|
|
2020
Q3 | $6.77M | Buy |
123,361
+1,399
| +1% | +$76.8K | 1.8% | 13 |
|
|
2020
Q2 | $6.67M | Sell |
121,962
-1,722
| -1% | -$94.2K | 1.86% | 9 |
|
|
2020
Q1 | $6.48M | Sell |
123,684
-75,611
| -38% | -$3.96M | 2.2% | 8 |
|
|
2019
Q4 | $10.7M | Buy |
+199,295
| New | +$10.7M | 2.82% | 5 |
|