Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $798K | Buy |
14,818
+100
| +0.7% | +$5.39K | 0.37% | 39 |
|
|
2021
Q3 | $804K | Buy |
14,718
+7,827
| +114% | +$428K | 0.39% | 35 |
|
|
2021
Q2 | $378K | Sell |
6,891
-8,747
| -56% | -$480K | 0.18% | 58 |
|
|
2021
Q1 | $855K | Buy |
15,638
+5,704
| +57% | +$312K | 0.39% | 37 |
|
|
2020
Q4 | $548K | Buy |
9,934
+1,934
| +24% | +$107K | 0.26% | 49 |
|
|
2020
Q3 | $439K | Sell |
8,000
-9,550
| -54% | -$524K | 0.19% | 57 |
|
|
2020
Q2 | $960K | Buy |
17,550
+9,550
| +119% | +$522K | 0.41% | 35 |
|
|
2020
Q1 | $419K | Hold |
8,000
| – | – | 0.21% | 54 |
|
|
2019
Q4 | $432K | Hold |
8,000
| – | – | 0.18% | 58 |
|
|
2019
Q3 | $429K | Buy |
+8,000
| New | +$429K | 0.19% | 57 |
|