Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-662
| Closed | -$33.4K | – | 500 |
|
|
2023
Q1 | $33.4K | Buy |
662
+1
| +0.2% | +$51 | 0.01% | 575 |
|
|
2022
Q4 | $32.9K | Buy |
661
+2
| +0.3% | +$100 | 0.02% | 438 |
|
|
2022
Q3 | $33K | Buy |
659
+1
| +0.2% | +$50 | 0.02% | 445 |
|
|
2022
Q2 | $33K | Buy |
658
+2
| +0.3% | +$100 | 0.02% | 428 |
|
|
2022
Q1 | $34K | Sell |
656
-357
| -35% | -$18.5K | 0.02% | 441 |
|
|
2021
Q4 | $55K | Buy |
1,013
+587
| +138% | +$31.9K | 0.03% | 366 |
|
|
2021
Q3 | $23K | Sell |
426
-581
| -58% | -$31.4K | 0.01% | 471 |
|
|
2021
Q2 | $55K | Sell |
1,007
-8
| -0.8% | -$437 | 0.04% | 323 |
|
|
2021
Q1 | $56K | Sell |
1,015
-170
| -14% | -$9.38K | 0.05% | 296 |
|
|
2020
Q4 | $65K | Buy |
+1,185
| New | +$65K | 0.06% | 253 |
|