Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,618
| Closed | -$237K | – | 437 |
|
|
2024
Q2 | $237K | Hold |
4,618
| – | – | 0.04% | 370 |
|
|
2024
Q1 | $237K | Buy |
+4,618
| New | +$237K | 0.04% | 370 |
|
|
2022
Q3 | – | Sell |
-64
| Closed | -$3K | – | 278 |
|
|
2022
Q2 | $3K | Sell |
64
-266
| -81% | -$12.5K | ﹤0.01% | 304 |
|
|
2022
Q1 | $17K | Sell |
330
-48
| -13% | -$2.47K | 0.01% | 303 |
|
|
2021
Q4 | $20K | Sell |
378
-513
| -58% | -$27.1K | 0.01% | 277 |
|
|
2021
Q3 | $49K | Sell |
891
-62
| -7% | -$3.41K | 0.02% | 305 |
|
|
2021
Q2 | $52K | Buy |
953
+62
| +7% | +$3.38K | 0.02% | 314 |
|
|
2021
Q1 | $49K | Hold |
891
| – | – | 0.02% | 322 |
|
|
2020
Q4 | $49K | Buy |
891
+196
| +28% | +$10.8K | 0.02% | 295 |
|
|
2020
Q3 | $38K | Buy |
695
+61
| +10% | +$3.34K | 0.02% | 261 |
|
|
2020
Q2 | $35K | Sell |
634
-32
| -5% | -$1.77K | 0.02% | 265 |
|
|
2020
Q1 | $35K | Hold |
666
| – | – | 0.03% | 254 |
|
|
2019
Q4 | $36K | Buy |
+666
| New | +$36K | 0.02% | 307 |
|