Capasso Planning Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,905
| Closed | -$385K | – | 105 |
|
|
2023
Q3 | $385K | Sell |
7,905
-3,275
| -29% | -$159K | 0.21% | 64 |
|
|
2023
Q2 | $565K | Sell |
11,180
-4,002
| -26% | -$202K | 0.3% | 51 |
|
|
2023
Q1 | $779K | Sell |
15,182
-443
| -3% | -$22.7K | 0.46% | 40 |
|
|
2022
Q4 | $774K | Sell |
15,625
-1,213
| -7% | -$60.1K | 0.49% | 39 |
|
|
2022
Q3 | $813K | Buy |
+16,838
| New | +$813K | 0.57% | 38 |
|