Adams Chetwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $355K | Sell |
6,861
-113
| -2% | -$5.85K | 0.2% | 63 |
|
|
2021
Q4 | $376K | Hold |
6,974
| – | – | 0.26% | 60 |
|
|
2021
Q3 | $381K | Hold |
6,974
| – | – | 0.28% | 61 |
|
|
2021
Q2 | $382K | Sell |
6,974
-130
| -2% | -$7.12K | 0.27% | 62 |
|
|
2021
Q1 | $388K | Hold |
7,104
| – | – | 0.3% | 61 |
|
|
2020
Q4 | $392K | Hold |
7,104
| – | – | 0.33% | 56 |
|
|
2020
Q3 | $390K | Hold |
7,104
| – | – | 0.38% | 52 |
|
|
2020
Q2 | $389K | Hold |
7,104
| – | – | 0.4% | 51 |
|
|
2020
Q1 | $380K | Hold |
7,104
| – | – | 0.44% | 47 |
|
|
2019
Q4 | $381K | Buy |
+7,104
| New | +$381K | 0.39% | 47 |
|