Wealth Enhancement Advisory Services’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 | $58.8M | Sell |
1,120,405
-30,319
| -3% | -$1.59M | 0.1% | 203 |
|
|
2025
Q1 | $60.3M | Sell |
1,150,724
-646,110
| -36% | -$33.8M | 0.12% | 174 |
|
|
2024
Q4 | $92.9M | Buy |
1,796,834
+678,990
| +61% | +$35.1M | 0.18% | 116 |
|
|
2024
Q3 | $58.9M | Buy |
1,117,844
+40,166
| +4% | +$2.12M | 0.13% | 162 |
|
|
2024
Q2 | $55.2M | Buy |
1,077,678
+25,746
| +2% | +$1.32M | 0.13% | 156 |
|
|
2024
Q1 | $53.9M | Buy |
1,051,932
+53,635
| +5% | +$2.75M | 0.14% | 149 |
|
|
2023
Q4 | $51.2M | Buy |
998,297
+74,386
| +8% | +$3.81M | 0.15% | 148 |
|
|
2023
Q3 | $46M | Buy |
+923,911
| New | +$46M | 0.15% | 140 |
|