Buckingham Strategic 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
Q2 | – | Sell |
-5,379
| Closed | -$276K | – | 781 |
|
|
2024
Q1 | $276K | Buy |
5,379
+352
| +7% | +$18.1K | ﹤0.01% | 613 |
|
|
2023
Q4 | $258K | Buy |
+5,027
| New | +$258K | ﹤0.01% | 611 |
|
|
2022
Q3 | – | Sell |
-8,838
| Closed | -$447K | – | 621 |
|
|
2022
Q2 | $447K | Buy |
+8,838
| New | +$447K | 0.01% | 389 |
|
|
2020
Q2 | – | Sell |
-6,130
| Closed | -$321K | – | 438 |
|
|
2020
Q1 | $321K | Sell |
6,130
-150
| -2% | -$7.86K | 0.03% | 330 |
|
|
2019
Q4 | $337K | Sell |
6,280
-800
| -11% | -$42.9K | 0.03% | 330 |
|
|
2019
Q3 | $380K | Sell |
7,080
-3,150
| -31% | -$169K | 0.04% | 277 |
|
|
2019
Q2 | $547K | Sell |
10,230
-13,617
| -57% | -$728K | 0.06% | 233 |
|
|
2019
Q1 | $1.26M | Buy |
+23,847
| New | +$1.26M | 0.16% | 116 |
|