Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,452
| Closed | -$127K | – | 714 |
|
|
2018
Q3 | $127K | Sell |
2,452
-4,030
| -62% | -$209K | 0.01% | 298 |
|
|
2018
Q2 | $336K | Sell |
6,482
-1,412
| -18% | -$73.2K | 0.03% | 166 |
|
|
2018
Q1 | $410K | Sell |
7,894
-1,886
| -19% | -$98K | 0.04% | 195 |
|
|
2017
Q4 | $511K | Sell |
9,780
-7,664
| -44% | -$400K | 0.05% | 165 |
|
|
2017
Q3 | $919K | Buy |
17,444
+68
| +0.4% | +$3.58K | 0.07% | 129 |
|
|
2017
Q2 | $915K | Sell |
17,376
-2,824
| -14% | -$149K | 0.08% | 116 |
|
|
2017
Q1 | $1.06M | Sell |
20,200
-1,660
| -8% | -$87.4K | 0.1% | 95 |
|
|
2016
Q4 | $1.15M | Buy |
+21,860
| New | +$1.15M | 0.12% | 78 |
|