DBK Financial Counsel’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 | – | Sell |
-8,370
| Closed | -$423K | – | 43 |
|
|
2023
Q1 | $423K | Hold |
8,370
| – | – | 0.59% | 30 |
|
|
2022
Q4 | $417K | Hold |
8,370
| – | – | 0.67% | 30 |
|
|
2022
Q3 | $412K | Hold |
8,370
| – | – | 0.71% | 30 |
|
|
2022
Q2 | $423K | Sell |
8,370
-1,000
| -11% | -$50.5K | 0.69% | 29 |
|
|
2022
Q1 | $485K | Hold |
9,370
| – | – | 0.72% | 26 |
|
|
2021
Q4 | $505K | Buy |
+9,370
| New | +$505K | 0.72% | 26 |
|