Belpointe Asset Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,544
| Closed | -$59.5K | – | 1867 |
|
|
2023
Q1 | $59.5K | Sell |
2,544
-276
| -10% | -$6.45K | ﹤0.01% | 1603 |
|
|
2022
Q4 | $65.5K | Sell |
2,820
-2,382
| -46% | -$55.3K | ﹤0.01% | 1464 |
|
|
2022
Q3 | $117K | Sell |
5,202
-8,132
| -61% | -$183K | 0.01% | 1084 |
|
|
2022
Q2 | $308K | Sell |
13,334
-669
| -5% | -$15.5K | 0.02% | 669 |
|
|
2022
Q1 | $338K | Buy |
14,003
+3,852
| +38% | +$93K | 0.02% | 680 |
|
|
2021
Q4 | $253K | Buy |
+10,151
| New | +$253K | 0.02% | 798 |
|