EFS
Edelman Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-120
| Closed | -$13K | – | 21 |
|
|
2015
Q2 | $13K | Sell |
120
-36
| -23% | -$3.9K | ﹤0.01% | 21 |
|
|
2015
Q1 | $16K | Sell |
156
-88
| -36% | -$9.03K | ﹤0.01% | 21 |
|
|
2014
Q4 | $26K | Buy |
244
+1
| +0.4% | +$107 | ﹤0.01% | 21 |
|
|
2014
Q3 | $26K | Buy |
243
+1
| +0.4% | +$107 | ﹤0.01% | 21 |
|
|
2014
Q2 | $26K | Sell |
242
-487
| -67% | -$52.3K | ﹤0.01% | 21 |
|
|
2014
Q1 | $77K | Sell |
729
-588
| -45% | -$62.1K | ﹤0.01% | 21 |
|
|
2013
Q4 | $139K | Sell |
1,317
-583,278
| -100% | -$61.6M | ﹤0.01% | 20 |
|
|
2013
Q3 | $61.5M | Buy |
584,595
+34,353
| +6% | +$3.62M | 1.25% | 8 |
|
|
2013
Q2 | $57.8M | Buy |
+550,242
| New | +$57.8M | 1.28% | 8 |
|