BMS Financial Advisors’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
Q1 | – | Sell |
-9,346
| Closed | -$504K | – | 112 |
|
|
2022
Q4 | $504K | Buy |
+9,346
| New | +$504K | 0.33% | 55 |
|
|
2022
Q3 | – | Sell |
-9,618
| Closed | -$518K | – | 107 |
|
|
2022
Q2 | $518K | Buy |
+9,618
| New | +$518K | 0.34% | 53 |
|
|
2022
Q1 | – | Sell |
-9,618
| Closed | -$518K | – | 106 |
|
|
2021
Q4 | $518K | Buy |
+9,618
| New | +$518K | 0.33% | 62 |
|