Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-158,727
| Closed | -$8.71M | – | 122 |
|
|
2022
Q1 | $8.71M | Sell |
158,727
-127,515
| -45% | -$7M | 2.67% | 11 |
|
|
2021
Q4 | $17M | Buy |
286,242
+5,972
| +2% | +$354K | 5.15% | 4 |
|
|
2021
Q3 | $16.8M | Buy |
280,270
+21,916
| +8% | +$1.32M | 5.97% | 3 |
|
|
2021
Q2 | $15.6M | Buy |
258,354
+29,533
| +13% | +$1.79M | 5.79% | 3 |
|
|
2021
Q1 | $13.6M | Buy |
+228,821
| New | +$13.6M | 5.85% | 3 |
|