Cypress Wealth Services’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
Q1 | – | Sell |
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|
2022
Q4 | $322K | Sell |
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2022
Q3 | $374K | Sell |
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2022
Q2 | $387K | Sell |
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2022
Q1 | $843K | Sell |
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|
2021
Q4 | $2.49M | Sell |
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2021
Q3 | $4.28M | Sell |
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|
2021
Q2 | $4.52M | Sell |
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2021
Q1 | $6.48M | Buy |
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|
2020
Q4 | $6.42M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $710K | Hold |
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|
2019
Q3 | $710K | Hold |
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|
2019
Q2 | $707K | Buy |
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|
2019
Q1 | $649K | Hold |
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|
2018
Q4 | $634K | Buy |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $340K | Buy |
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