Concentric Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $5.56M | Sell |
|
|||||
|
2023
Q2 | $6.47M | Buy |
|
|||||
|
2023
Q1 | $5.85M | Sell |
|
|||||
|
2022
Q4 | $6.43M | Sell |
|
|||||
|
2022
Q3 | $6.85M | Sell |
|
|||||
|
2022
Q2 | $7.97M | Sell |
|
|||||
|
2022
Q1 | $9.63M | Sell |
|
|||||
|
2021
Q4 | $10.2M | Buy |
|
|||||
|
2021
Q3 | $9.29M | Buy |
|
|||||
|
2021
Q2 | $7.51M | Buy |
|
|||||
|
2021
Q1 | $6.61M | Buy |
|
|||||
|
2020
Q4 | $4.67M | Buy |
|
|||||
|
2020
Q3 | $2.42M | Buy |
|