Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-390
| Closed | -$21K | – | 287 |
|
|
2020
Q2 | $21K | Hold |
390
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $20K | Hold |
390
| – | – | 0.03% | 161 |
|
|
2019
Q4 | $21K | Buy |
+390
| New | +$21K | 0.02% | 192 |
|
|
2019
Q3 | – | Sell |
-390
| Closed | -$21K | – | 189 |
|
|
2019
Q2 | $21K | Sell |
390
-524
| -57% | -$28.2K | 0.02% | 234 |
|
|
2019
Q1 | $48K | Sell |
914
-534
| -37% | -$28K | 0.05% | 198 |
|
|
2018
Q4 | $75K | Hold |
1,448
| – | – | 0.08% | 155 |
|
|
2018
Q3 | $75K | Sell |
1,448
-1,054
| -42% | -$54.6K | 0.07% | 158 |
|
|
2018
Q2 | $130K | Sell |
2,502
-466
| -16% | -$24.2K | 0.13% | 109 |
|
|
2018
Q1 | $154K | Buy |
2,968
+2,314
| +354% | +$120K | 0.13% | 113 |
|
|
2017
Q4 | $34K | Buy |
+654
| New | +$34K | 0.03% | 195 |
|