BMM
Berkshire Money Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,501
| Closed | -$690K | – | 31 |
|
|
2020
Q4 | $690K | Sell |
12,501
-5,440
| -30% | -$300K | 0.13% | 27 |
|
|
2020
Q3 | $985K | Hold |
17,941
| – | – | 0.2% | 21 |
|
|
2020
Q2 | $982K | Hold |
17,941
| – | – | 0.22% | 26 |
|
|
2020
Q1 | $939K | Hold |
17,941
| – | – | 0.23% | 22 |
|
|
2019
Q4 | $962K | Hold |
17,941
| – | – | 0.19% | 21 |
|
|
2019
Q3 | $963K | Hold |
17,941
| – | – | 0.2% | 20 |
|
|
2019
Q2 | $959K | Buy |
17,941
+12,241
| +215% | +$654K | 0.2% | 20 |
|
|
2019
Q1 | $301K | Buy |
+5,700
| New | +$301K | 0.07% | 27 |
|