Wescott Financial Advisory Group’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 | $1.6M | Sell |
|
|||||
|
2025
Q1 | $2.02M | Sell |
|
|||||
|
2024
Q4 | $2.02M | Sell |
|
|||||
|
2024
Q3 | $2.52M | Sell |
|
|||||
|
2024
Q2 | $2.49M | Sell |
|
|||||
|
2024
Q1 | $2.52M | Sell |
|
|||||
|
2023
Q4 | $2.52M | Buy |
|
|||||
|
2023
Q3 | $2.07M | Buy |
|
|||||
|
2023
Q2 | $1.84M | Sell |
|
|||||
|
2023
Q1 | $1.92M | Sell |
|
|||||
|
2022
Q4 | $1.89M | Buy |
|
|||||
|
2022
Q3 | $519K | Sell |
|
|||||
|
2022
Q2 | $623K | Buy |
|
|||||
|
2022
Q1 | $634K | Buy |
|