Cedar Brook Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,533
| Closed | -$328K | – | 396 |
|
|
2023
Q2 | $328K | Buy |
+6,533
| New | +$328K | 0.08% | 266 |
|
|
2023
Q1 | – | Sell |
-8,844
| Closed | -$441K | – | 396 |
|
|
2022
Q4 | $441K | Buy |
8,844
+1,204
| +16% | +$60K | 0.12% | 193 |
|
|
2022
Q3 | $376K | Buy |
7,640
+1,994
| +35% | +$98.3K | 0.12% | 198 |
|
|
2022
Q2 | $285K | Buy |
+5,646
| New | +$285K | 0.09% | 249 |
|