World Investment Advisors’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 | $1.99M | Sell |
37,804
-3,080
| -8% | -$163K | 0.05% | 375 |
|
2025
Q1 | $2.14M | Sell |
40,884
-2,350
| -5% | -$123K | 0.06% | 338 |
|
2024
Q4 | $2.24M | Buy |
43,234
+7,920
| +22% | +$409K | 0.06% | 308 |
|
2024
Q3 | $1.86M | Buy |
35,314
+21,727
| +160% | +$1.14M | 0.06% | 310 |
|
2024
Q2 | $696K | Buy |
+13,587
| New | +$696K | 0.04% | 345 |
|
2024
Q1 | – | Sell |
-12,571
| Closed | -$645K | – | 428 |
|
2023
Q4 | $645K | Sell |
12,571
-15,151
| -55% | -$777K | 0.08% | 191 |
|
2023
Q3 | $1.38M | Buy |
27,722
+744
| +3% | +$37.1K | 0.27% | 71 |
|
2023
Q2 | $1.35M | Buy |
26,978
+12,849
| +91% | +$645K | 0.26% | 69 |
|
2023
Q1 | $714K | Sell |
14,129
-164
| -1% | -$8.29K | 0.15% | 107 |
|
2022
Q4 | $712K | Sell |
14,293
-689
| -5% | -$34.3K | 0.16% | 97 |
|
2022
Q3 | $738K | Sell |
14,982
-450
| -3% | -$22.2K | 0.18% | 98 |
|
2022
Q2 | $788K | Buy |
15,432
+1,412
| +10% | +$72.1K | 0.17% | 102 |
|
2022
Q1 | $725K | Sell |
14,020
-33,405
| -70% | -$1.73M | 0.15% | 112 |
|
2021
Q4 | $2.5M | Buy |
47,425
+3,618
| +8% | +$190K | 0.52% | 38 |
|
2021
Q3 | $2.39M | Sell |
43,807
-3,299
| -7% | -$180K | 0.54% | 35 |
|
2021
Q2 | $2.58M | Buy |
47,106
+1,493
| +3% | +$81.8K | 0.59% | 30 |
|
2021
Q1 | $2.5M | Buy |
45,613
+11,226
| +33% | +$615K | 0.6% | 32 |
|
2020
Q4 | $1.89M | Buy |
34,387
+19,261
| +127% | +$1.06M | 0.48% | 43 |
|
2020
Q3 | $831K | Buy |
15,126
+3,620
| +31% | +$199K | 0.28% | 59 |
|
2020
Q2 | $632K | Buy |
+11,506
| New | +$632K | 0.22% | 69 |
|