Alterna 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
Q1 | – | Sell |
-7,413
| Closed | -$371K | – | 121 |
|
|
2022
Q4 | $371K | Buy |
7,413
+1,942
| +35% | +$97.2K | 0.42% | 49 |
|
|
2022
Q3 | $270K | Sell |
5,471
-2,196
| -29% | -$108K | 0.32% | 57 |
|
|
2022
Q2 | $388K | Sell |
7,667
-2,395
| -24% | -$121K | 0.39% | 51 |
|
|
2022
Q1 | $520K | Sell |
10,062
-19,567
| -66% | -$1.01M | 0.44% | 48 |
|
|
2021
Q4 | $1.6M | Buy |
+29,629
| New | +$1.6M | 1.33% | 21 |
|
|
2020
Q4 | $549K | Sell |
9,955
-653
| -6% | -$36K | 0.69% | 39 |
|
|
2020
Q3 | $582K | Buy |
10,608
+104
| +1% | +$5.71K | 0.84% | 33 |
|
|
2020
Q2 | $575K | Buy |
+10,504
| New | +$575K | 0.69% | 33 |
|