Clear Creek Financial Management’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
Q1 | – | Sell |
-139,621
| Closed | -$6.96M | – | 316 |
|
2022
Q4 | $6.96M | Buy |
139,621
+123,726
| +778% | +$6.16M | 1.53% | 14 |
|
2022
Q3 | $783K | Sell |
15,895
-6,559
| -29% | -$323K | 0.17% | 104 |
|
2022
Q2 | $1.14M | Buy |
+22,454
| New | +$1.14M | 0.24% | 82 |
|
2020
Q4 | – | Sell |
-8,296
| Closed | -$456K | – | 311 |
|
2020
Q3 | $456K | Buy |
+8,296
| New | +$456K | 0.02% | 79 |
|