Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-76,445
| Closed | -$3.87M | – | 343 |
|
|
2023
Q2 | $3.87M | Buy |
76,445
+1,505
| +2% | +$76.1K | 0.49% | 65 |
|
|
2023
Q1 | $3.84M | Buy |
+74,940
| New | +$3.84M | 0.51% | 62 |
|
|
2020
Q4 | – | Sell |
-65,857
| Closed | -$4.01M | – | 110 |
|
|
2020
Q3 | $4.01M | Buy |
+65,857
| New | +$4.01M | 1.44% | 18 |
|
|
2018
Q3 | – | Sell |
-3,902
| Closed | -$207K | – | 147 |
|
|
2018
Q2 | $207K | Sell |
3,902
-39,288
| -91% | -$2.08M | 0.09% | 133 |
|
|
2018
Q1 | $2.32M | Buy |
+43,190
| New | +$2.32M | 0.97% | 19 |
|
|
2017
Q4 | – | Sell |
-33,348
| Closed | -$1.84M | – | 148 |
|
|
2017
Q3 | $1.84M | Buy |
+33,348
| New | +$1.84M | 0.63% | 24 |
|
|
2017
Q2 | – | Sell |
-29,752
| Closed | -$1.62M | – | 137 |
|
|
2017
Q1 | $1.62M | Sell |
29,752
-7,884
| -21% | -$430K | 0.59% | 27 |
|
|
2016
Q4 | $2.04M | Buy |
+37,636
| New | +$2.04M | 0.58% | 23 |
|