Alaska Wealth 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
2020
Q4
Sell
-5,778
Closed -$317K 52
2020
Q3
$317K Hold
5,778
0.07% 40
2020
Q2
$316K Buy
5,778
+660
+13% +$36.1K 0.07% 43
2020
Q1
$268K Buy
5,118
+602
+13% +$31.5K 0.07% 47
2019
Q4
$242K Buy
4,516
+766
+20% +$41K 0.04% 61
2019
Q3
$201K Sell
3,750
-3,076
-45% -$165K 0.02% 30
2019
Q2
$361K Hold
6,826
0.04% 54
2019
Q1
$361K Buy
+6,826
New +$361K 0.04% 54