BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$2K | – | 1154 |
|
|
2021
Q1 | $2K | Sell |
30
-92
| -75% | -$6.13K | ﹤0.01% | 987 |
|
|
2020
Q4 | $8K | Hold |
122
| – | – | ﹤0.01% | 574 |
|
|
2020
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $7K | Sell |
122
-25
| -17% | -$1.43K | ﹤0.01% | 575 |
|
|
2019
Q4 | $9K | Buy |
147
+72
| +96% | +$4.41K | ﹤0.01% | 442 |
|
|
2019
Q3 | $4K | Sell |
75
-70
| -48% | -$3.73K | ﹤0.01% | 539 |
|
|
2019
Q2 | $8K | Hold |
145
| – | – | ﹤0.01% | 456 |
|
|
2019
Q1 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 438 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$53K | – | 584 |
|
|
2018
Q3 | $53K | Hold |
1,000
| – | – | 0.02% | 288 |
|
|
2018
Q2 | $53K | Hold |
1,000
| – | – | 0.02% | 289 |
|
|
2018
Q1 | $54K | Sell |
1,000
-240
| -19% | -$13K | 0.02% | 239 |
|
|
2017
Q4 | $68K | Hold |
1,240
| – | – | 0.03% | 185 |
|
|
2017
Q3 | $68K | Buy |
1,240
+1,000
| +417% | +$54.8K | 0.03% | 167 |
|
|
2017
Q2 | $13K | Buy |
+240
| New | +$13K | 0.01% | 342 |
|