Carroll Financial Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $541K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $141K | Hold |
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|
2017
Q3 | $142K | Buy |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $92K | Sell |
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|
2016
Q4 | $116K | Buy |
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|
2016
Q3 | $106K | Sell |
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|
2016
Q2 | $117K | Sell |
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|
2016
Q1 | $140K | Buy |
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|
2015
Q4 | $133K | Hold |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | $130K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $115K | Buy |
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|
2014
Q2 | $10K | Buy |
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