Copperleaf Capital’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 |
-7,987
| Closed | -$385K | – | 70 |
|
|
2022
Q3 | $385K | Sell |
7,987
-18,477
| -70% | -$891K | 0.42% | 58 |
|
|
2022
Q2 | $1.41M | Sell |
26,464
-2,597
| -9% | -$138K | 1.43% | 26 |
|
|
2022
Q1 | $1.79M | Sell |
29,061
-942
| -3% | -$57.9K | 1.58% | 22 |
|
|
2021
Q4 | $2.09M | Buy |
30,003
+4,743
| +19% | +$330K | 1.8% | 18 |
|
|
2021
Q3 | $1.75M | Sell |
25,260
-3,677
| -13% | -$255K | 1.68% | 21 |
|
|
2021
Q2 | $2.03M | Sell |
28,937
-163
| -0.6% | -$11.4K | 1.99% | 17 |
|
|
2021
Q1 | $1.94M | Buy |
+29,100
| New | +$1.94M | 2.07% | 18 |
|