Accurate Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,061
| Closed | -$304K | – | 334 |
|
|
2024
Q1 | $304K | Sell |
6,061
-6,679
| -52% | -$335K | 0.09% | 210 |
|
|
2023
Q4 | $660K | Sell |
12,740
-13,674
| -52% | -$708K | 0.21% | 107 |
|
|
2023
Q3 | $1.26M | Buy |
26,414
+7,685
| +41% | +$367K | 0.4% | 68 |
|
|
2023
Q2 | $945K | Buy |
18,729
+4,560
| +32% | +$230K | 0.29% | 79 |
|
|
2023
Q1 | $727K | Buy |
14,169
+3,414
| +32% | +$175K | 0.25% | 93 |
|
|
2022
Q4 | $545K | Buy |
+10,755
| New | +$545K | 0.2% | 94 |
|