ARS Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $439K | Hold |
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|
2020
Q2 | $438K | Hold |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $448K | Buy |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q4 | $349K | Hold |
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|
2018
Q3 | $350K | Sell |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $566K | Buy |
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|
2017
Q4 | $488K | Sell |
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|
2017
Q3 | $493K | Hold |
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|
2017
Q2 | $493K | Sell |
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|
2017
Q1 | $503K | Sell |
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|
2016
Q4 | $511K | Hold |
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|
2016
Q3 | $515K | Hold |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $529K | Sell |
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|
2015
Q4 | $550K | Hold |
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|
2015
Q3 | $553K | Hold |
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|
2015
Q2 | $554K | Sell |
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|
2015
Q1 | $976K | Buy |
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|
2014
Q4 | $967K | Sell |
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|
2014
Q3 | $1.03M | Buy |
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|
2014
Q2 | $961K | Buy |
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|
2014
Q1 | $872K | Buy |
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|
2013
Q4 | $769K | Buy |
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