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