BWA
Burt Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-974
| Closed | -$60K | – | 213 |
|
|
2020
Q4 | $60K | Hold |
974
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $59K | Hold |
974
| – | – | 0.02% | 163 |
|
|
2020
Q2 | $59K | Hold |
974
| – | – | 0.02% | 168 |
|
|
2020
Q1 | $53K | Hold |
974
| – | – | 0.02% | 161 |
|
|
2019
Q4 | $56K | Hold |
974
| – | – | 0.02% | 165 |
|
|
2019
Q3 | $56K | Hold |
974
| – | – | 0.02% | 164 |
|
|
2019
Q2 | $55K | Hold |
974
| – | – | 0.02% | 162 |
|
|
2019
Q1 | $54K | Hold |
974
| – | – | 0.02% | 172 |
|
|
2018
Q4 | $51K | Hold |
974
| – | – | 0.02% | 175 |
|
|
2018
Q3 | $52K | Buy |
974
+487
| +100% | +$26K | 0.02% | 178 |
|
|
2018
Q2 | $52K | Hold |
487
| – | – | 0.02% | 175 |
|
|
2018
Q1 | $52K | Hold |
487
| – | – | 0.03% | 177 |
|
|
2017
Q4 | $53K | Hold |
487
| – | – | 0.03% | 175 |
|
|
2017
Q3 | $54K | Hold |
487
| – | – | 0.04% | 169 |
|
|
2017
Q2 | $53K | Hold |
487
| – | – | 0.04% | 177 |
|
|
2017
Q1 | $53K | Buy |
487
+250
| +105% | +$27.2K | 0.04% | 159 |
|
|
2016
Q4 | $26K | Hold |
237
| – | – | 0.02% | 214 |
|
|
2016
Q3 | $26K | Hold |
237
| – | – | 0.03% | 201 |
|
|
2016
Q2 | $26K | Sell |
237
-84
| -26% | -$9.22K | 0.03% | 196 |
|
|
2016
Q1 | $35K | Buy |
321
+84
| +35% | +$9.16K | 0.03% | 195 |
|
|
2015
Q4 | $25K | Hold |
237
| – | – | 0.02% | 186 |
|
|
2015
Q3 | $26K | Hold |
237
| – | – | 0.03% | 165 |
|
|
2015
Q2 | $26K | Hold |
237
| – | – | 0.03% | 183 |
|
|
2015
Q1 | $26K | Hold |
237
| – | – | 0.03% | 172 |
|
|
2014
Q4 | $26K | Buy |
+237
| New | +$26K | 0.03% | 174 |
|