Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,494
| Closed | -$233K | – | 442 |
|
|
2023
Q4 | $233K | Buy |
4,494
+12
| +0.3% | +$621 | 0.05% | 350 |
|
|
2023
Q3 | $218K | Sell |
4,482
-2,028
| -31% | -$98.7K | 0.06% | 331 |
|
|
2023
Q2 | $329K | Buy |
6,510
+97
| +2% | +$4.91K | 0.08% | 263 |
|
|
2023
Q1 | $329K | Buy |
6,413
+1,677
| +35% | +$86K | 0.08% | 254 |
|
|
2022
Q4 | $234K | Sell |
4,736
-164
| -3% | -$8.12K | 0.07% | 311 |
|
|
2022
Q3 | $237K | Sell |
4,900
-4,027
| -45% | -$194K | 0.08% | 289 |
|
|
2022
Q2 | $456K | Buy |
8,927
+3,260
| +58% | +$167K | 0.14% | 176 |
|
|
2022
Q1 | $311K | Buy |
5,667
+981
| +21% | +$53.8K | 0.08% | 273 |
|
|
2021
Q4 | $278K | Buy |
4,686
+713
| +18% | +$42.3K | 0.07% | 299 |
|
|
2021
Q3 | $239K | Buy |
+3,973
| New | +$239K | 0.07% | 291 |
|