Clearview Wealth Advisors’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
Q2 | – | Hold |
0
| – | – | – | 709 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$7.58K | – | 692 |
|
|
2022
Q4 | $7.58K | Sell |
152
-1,336
| -90% | -$66.7K | 0.01% | 358 |
|
|
2022
Q3 | $73K | Sell |
1,488
-1,159
| -44% | -$56.9K | 0.06% | 138 |
|
|
2022
Q2 | $134K | Buy |
2,647
+6
| +0.2% | +$304 | 0.1% | 101 |
|
|
2022
Q1 | $137K | Sell |
2,641
-3,004
| -53% | -$156K | 0.09% | 105 |
|
|
2021
Q4 | $304K | Sell |
5,645
-2,166
| -28% | -$117K | 0.19% | 95 |
|
|
2021
Q3 | $427K | Sell |
7,811
-49
| -0.6% | -$2.68K | 0.27% | 73 |
|
|
2021
Q2 | $431K | Sell |
7,860
-29,629
| -79% | -$1.62M | 0.27% | 78 |
|
|
2021
Q1 | $2.05M | Sell |
37,489
-60,804
| -62% | -$3.32M | 1.33% | 16 |
|
|
2020
Q4 | $5.42M | Buy |
+98,293
| New | +$5.42M | 3.64% | 5 |
|