BWCS
Beirne Wealth Consulting Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,121
| Closed | -$214K | – | 125 |
|
2023
Q4 | $214K | Buy |
+4,121
| New | +$214K | 0.11% | 135 |
|
2021
Q1 | – | Sell |
-5,304
| Closed | -$328K | – | 136 |
|
2020
Q4 | $328K | Buy |
5,304
+318
| +6% | +$19.7K | 0.16% | 99 |
|
2020
Q3 | $303K | Buy |
+4,986
| New | +$303K | 0.18% | 95 |
|