WWA
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Wingate Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wingate Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$554K Buy
10,509
+116
+1% +$6.12K 0.49% 60
2025
Q1 		$544K Buy
10,393
+74
+0.7% +$3.88K 0.63% 49
2024
Q4 		$533K Buy
+10,319
New +$533K 0.52% 53