Clearview Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-387
| Closed | -$19K | – | 642 |
|
|
2022
Q3 | $19K | Sell |
387
-90
| -19% | -$4.42K | 0.02% | 260 |
|
|
2022
Q2 | $25K | Sell |
477
-11
| -2% | -$577 | 0.02% | 248 |
|
|
2022
Q1 | $30K | Sell |
488
-214
| -30% | -$13.2K | 0.02% | 248 |
|
|
2021
Q4 | $49K | Sell |
702
-1,985
| -74% | -$139K | 0.03% | 231 |
|
|
2021
Q3 | $186K | Sell |
2,687
-19,198
| -88% | -$1.33M | 0.12% | 118 |
|
|
2021
Q2 | $1.54M | Sell |
21,885
-11,275
| -34% | -$791K | 0.95% | 22 |
|
|
2021
Q1 | $2.21M | Buy |
33,160
+32,842
| +10,328% | +$2.19M | 1.43% | 14 |
|
|
2020
Q4 | $23K | Buy |
+318
| New | +$23K | 0.02% | 289 |
|