Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $269K | Buy |
+5,277
| New | +$269K | 0.02% | 314 |
|
|
2019
Q2 | – | Sell |
-4,718
| Closed | -$260K | – | 288 |
|
|
2019
Q1 | $260K | Sell |
4,718
-472
| -9% | -$26K | 0.04% | 225 |
|
|
2018
Q4 | $272K | Sell |
5,190
-3,788
| -42% | -$199K | 0.05% | 219 |
|
|
2018
Q3 | $477K | Sell |
8,978
-11,262
| -56% | -$598K | 0.09% | 157 |
|
|
2018
Q2 | $1.08M | Sell |
20,240
-2,416
| -11% | -$128K | 0.29% | 67 |
|
|
2018
Q1 | $1.22M | Hold |
22,656
| – | – | 0.48% | 38 |
|
|
2017
Q4 | $1.24M | Buy |
+22,656
| New | +$1.24M | 0.57% | 36 |
|