AWMS
Advocacy Wealth Management Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,250
| Closed | -$76K | – | 187 |
|
|
2021
Q2 | $76K | Sell |
1,250
-1,876
| -60% | -$114K | 0.01% | 56 |
|
|
2021
Q1 | $185K | Sell |
3,126
-3,766
| -55% | -$223K | 0.04% | 39 |
|
|
2020
Q4 | $426K | Sell |
6,892
-1,719
| -20% | -$106K | 0.06% | 37 |
|
|
2020
Q3 | $524K | Sell |
8,611
-268,911
| -97% | -$16.4M | 0.08% | 41 |
|
|
2020
Q2 | $16.8M | Sell |
277,522
-216,714
| -44% | -$13.1M | 3.39% | 8 |
|
|
2020
Q1 | $26.9M | Buy |
494,236
+126,592
| +34% | +$6.88M | 5.95% | 7 |
|
|
2019
Q4 | $21.3M | Buy |
+367,644
| New | +$21.3M | 6.07% | 8 |
|
|
2017
Q4 | – | Sell |
-422
| Closed | -$46K | – | 233 |
|
|
2017
Q3 | $46K | Sell |
422
-54,226
| -99% | -$5.91M | 0.02% | 72 |
|
|
2017
Q2 | $6M | Sell |
54,648
-31,465
| -37% | -$3.45M | 2.15% | 18 |
|
|
2017
Q1 | $9.38M | Buy |
+86,113
| New | +$9.38M | 3.27% | 15 |
|
|
2016
Q4 | – | Sell |
-139,815
| Closed | -$15.6M | – | 345 |
|
|
2016
Q3 | $15.6M | Buy |
139,815
+49,313
| +54% | +$5.49M | 6.03% | 2 |
|
|
2016
Q2 | $10.1M | Buy |
90,502
+42,988
| +90% | +$4.78M | 5.08% | 3 |
|
|
2016
Q1 | $5.21M | Buy |
+47,514
| New | +$5.21M | 3.62% | 6 |
|