WFAG
Wescott Financial Advisory Group’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 | $1.6M | Sell |
30,371
-8,140
| -21% | -$429K | 0.15% | 65 |
|
|
2025
Q1 | $2.02M | Sell |
38,511
-636
| -2% | -$33.3K | 0.21% | 57 |
|
|
2024
Q4 | $2.02M | Sell |
39,147
-8,648
| -18% | -$447K | 0.21% | 56 |
|
|
2024
Q3 | $2.52M | Sell |
47,795
-877
| -2% | -$46.2K | 0.27% | 52 |
|
|
2024
Q2 | $2.49M | Sell |
48,672
-498
| -1% | -$25.5K | 0.29% | 49 |
|
|
2024
Q1 | $2.52M | Sell |
49,170
-51
| -0.1% | -$2.62K | 0.31% | 45 |
|
|
2023
Q4 | $2.52M | Buy |
49,221
+7,642
| +18% | +$392K | 0.35% | 44 |
|
|
2023
Q3 | $2.07M | Buy |
41,579
+4,920
| +13% | +$245K | 0.38% | 45 |
|
|
2023
Q2 | $1.84M | Sell |
36,659
-1,249
| -3% | -$62.7K | 0.32% | 49 |
|
|
2023
Q1 | $1.92M | Sell |
37,908
-67
| -0.2% | -$3.39K | 0.42% | 44 |
|
|
2022
Q4 | $1.89M | Buy |
37,975
+27,453
| +261% | +$1.37M | 0.41% | 43 |
|
|
2022
Q3 | $519K | Sell |
10,522
-1,797
| -15% | -$88.6K | 0.14% | 84 |
|
|
2022
Q2 | $623K | Buy |
12,319
+52
| +0.4% | +$2.63K | 0.17% | 72 |
|
|
2022
Q1 | $634K | Buy |
+12,267
| New | +$634K | 0.16% | 71 |
|