YHB 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 | $5.24M | Buy |
99,318
+13,841
| +16% | +$730K | 0.4% | 66 |
|
|
2025
Q1 | $4.48M | Buy |
85,477
+7,764
| +10% | +$407K | 0.37% | 73 |
|
|
2024
Q4 | $4.02M | Buy |
77,713
+36,640
| +89% | +$1.89M | 0.33% | 79 |
|
|
2024
Q3 | $2.16M | Sell |
41,073
-1,168
| -3% | -$61.5K | 0.18% | 111 |
|
|
2024
Q2 | $2.16M | Buy |
42,241
+349
| +0.8% | +$17.9K | 0.19% | 112 |
|
|
2024
Q1 | $2.15M | Sell |
41,892
-1,148
| -3% | -$58.9K | 0.19% | 110 |
|
|
2023
Q4 | $2.21M | Buy |
43,040
+20,036
| +87% | +$1.03M | 0.21% | 103 |
|
|
2023
Q3 | $1.15M | Sell |
23,004
-2,537
| -10% | -$126K | 0.11% | 141 |
|
|
2023
Q2 | $1.28M | Sell |
25,541
-5,563
| -18% | -$279K | 0.12% | 139 |
|
|
2023
Q1 | $1.57M | Sell |
31,104
-2,506
| -7% | -$127K | 0.16% | 120 |
|
|
2022
Q4 | $1.67M | Buy |
33,610
+870
| +3% | +$43.3K | 0.18% | 110 |
|
|
2022
Q3 | $1.61M | Sell |
32,740
-767
| -2% | -$37.8K | 0.18% | 115 |
|
|
2022
Q2 | $1.69M | Sell |
33,507
-5,384
| -14% | -$272K | 0.18% | 114 |
|
|
2022
Q1 | $2.01M | Sell |
38,891
-33,062
| -46% | -$1.71M | 0.18% | 114 |
|
|
2021
Q4 | $3.88M | Sell |
71,953
-43,164
| -37% | -$2.33M | 0.31% | 84 |
|
|
2021
Q3 | $6.29M | Buy |
115,117
+39,878
| +53% | +$2.18M | 0.54% | 52 |
|
|
2021
Q2 | $4.12M | Buy |
75,239
+14,910
| +25% | +$817K | 0.35% | 77 |
|
|
2021
Q1 | $3.3M | Buy |
60,329
+39,405
| +188% | +$2.16M | 0.29% | 93 |
|
|
2020
Q4 | $1.15M | Buy |
20,924
+6,267
| +43% | +$346K | 0.11% | 155 |
|
|
2020
Q3 | $805K | Buy |
+14,657
| New | +$805K | 0.09% | 167 |
|