Boltwood Capital Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,200
| Closed | -$225K | – | 172 |
|
2024
Q3 | $225K | Sell |
4,200
-1,120
| -21% | -$60K | 0.07% | 160 |
|
2024
Q2 | $266K | Sell |
5,320
-2,500
| -32% | -$125K | 0.08% | 150 |
|
2024
Q1 | $403K | Sell |
7,820
-2,440
| -24% | -$126K | 0.12% | 128 |
|
2023
Q4 | $541K | Sell |
10,260
-34,800
| -77% | -$1.83M | 0.18% | 106 |
|
2023
Q3 | $2.12M | Buy |
45,060
+6,865
| +18% | +$324K | 0.79% | 37 |
|
2023
Q2 | $1.97M | Buy |
38,195
+4,025
| +12% | +$207K | 0.71% | 39 |
|
2023
Q1 | $1.79M | Buy |
34,170
+8,225
| +32% | +$431K | 0.67% | 41 |
|
2022
Q4 | $1.29M | Buy |
25,945
+13,645
| +111% | +$679K | 0.52% | 48 |
|
2022
Q3 | $593K | Buy |
12,300
+1,685
| +16% | +$81.2K | 0.27% | 89 |
|
2022
Q2 | $566K | Buy |
10,615
+6,071
| +134% | +$324K | 0.25% | 98 |
|
2022
Q1 | $279K | Buy |
4,544
+1,615
| +55% | +$99.2K | 0.11% | 141 |
|
2021
Q4 | $204K | Buy |
+2,929
| New | +$204K | 0.08% | 156 |
|