Beese Fulmer Investment 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
2021
Q4
Sell
-3,664
Closed -$200K 249
2021
Q3
$200K Hold
3,664
0.02% 231
2021
Q2
$201K Buy
+3,664
New +$201K 0.02% 222
2020
Q3
Sell
-1,920
Closed -$105K 357
2020
Q2
$105K Buy
+1,920
New +$105K 0.02% 240