Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,452
| Closed | -$227K | – | 159 |
|
|
2023
Q4 | $227K | Hold |
4,452
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $222K | Hold |
4,452
| – | – | 0.04% | 155 |
|
|
2023
Q2 | $224K | Sell |
4,452
-400
| -8% | -$20.1K | 0.04% | 153 |
|
|
2023
Q1 | $245K | Sell |
4,852
-130
| -3% | -$6.57K | 0.05% | 169 |
|
|
2022
Q4 | $248K | Sell |
4,982
-59
| -1% | -$2.94K | 0.05% | 170 |
|
|
2022
Q3 | $248K | Sell |
5,041
-1,588
| -24% | -$78.1K | 0.06% | 172 |
|
|
2022
Q2 | $335K | Sell |
6,629
-4,484
| -40% | -$227K | 0.07% | 110 |
|
|
2022
Q1 | $575K | Sell |
11,113
-1,185
| -10% | -$61.3K | 0.11% | 94 |
|
|
2021
Q4 | $663K | Sell |
12,298
-3,165
| -20% | -$171K | 0.13% | 95 |
|
|
2021
Q3 | $845K | Sell |
15,463
-1,698
| -10% | -$92.8K | 0.17% | 82 |
|
|
2021
Q2 | $941K | Buy |
17,161
+2,951
| +21% | +$162K | 0.18% | 87 |
|
|
2021
Q1 | $777K | Sell |
14,210
-3,298
| -19% | -$180K | 0.16% | 82 |
|
|
2020
Q4 | $966K | Buy |
+17,508
| New | +$966K | 0.2% | 75 |
|