BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.77M | Buy |
55,152
+4,490
| +9% | +$225K | 0.28% | 68 |
|
|
2023
Q1 | $2.56M | Buy |
50,662
+50,244
| +12,020% | +$2.54M | 0.26% | 72 |
|
|
2022
Q4 | $20.8K | Buy |
418
+100
| +31% | +$4.98K | ﹤0.01% | 487 |
|
|
2022
Q3 | $16K | Hold |
318
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $16K | Sell |
318
-146
| -31% | -$7.35K | ﹤0.01% | 516 |
|
|
2022
Q1 | $24K | Buy |
464
+146
| +46% | +$7.55K | ﹤0.01% | 491 |
|
|
2021
Q4 | $17K | Hold |
318
| – | – | ﹤0.01% | 565 |
|
|
2021
Q3 | $17K | Hold |
318
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $17K | Hold |
318
| – | – | ﹤0.01% | 537 |
|
|
2021
Q1 | $17K | Hold |
318
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $18K | Hold |
318
| – | – | ﹤0.01% | 495 |
|
|
2020
Q3 | $17K | Hold |
318
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $17K | Hold |
318
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $17K | Hold |
318
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $17K | Hold |
318
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $17K | Hold |
318
| – | – | ﹤0.01% | 451 |
|
|
2019
Q2 | $17K | Hold |
318
| – | – | ﹤0.01% | 444 |
|
|
2019
Q1 | $17K | Hold |
318
| – | – | ﹤0.01% | 449 |
|
|
2018
Q4 | $16K | Hold |
318
| – | – | ﹤0.01% | 414 |
|
|
2018
Q3 | $16K | Hold |
318
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $16K | Buy |
+318
| New | +$16K | ﹤0.01% | 442 |
|