Avaii 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,203
| Closed | -$318K | – | 141 |
|
|
2024
Q2 | $318K | Sell |
6,203
-136
| -2% | -$6.97K | 0.18% | 103 |
|
|
2024
Q1 | $325K | Buy |
6,339
+293
| +5% | +$15K | 0.19% | 100 |
|
|
2023
Q4 | $310K | Sell |
6,046
-208
| -3% | -$10.7K | 0.2% | 106 |
|
|
2023
Q3 | $312K | Sell |
6,254
-121
| -2% | -$6.03K | 0.24% | 89 |
|
|
2023
Q2 | $320K | Sell |
6,375
-61
| -0.9% | -$3.06K | 0.25% | 86 |
|
|
2023
Q1 | $325K | Sell |
6,436
-848
| -12% | -$42.9K | 0.28% | 86 |
|
|
2022
Q4 | $363K | Buy |
+7,284
| New | +$363K | 0.32% | 74 |
|