Elk River Wealth Management’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
2022
Q1
Sell
-3,895
Closed -$210K 131
2021
Q4
$210K Hold
3,895
0.05% 120
2021
Q3
$213K Hold
3,895
0.05% 113
2021
Q2
$213K Hold
3,895
0.06% 116
2021
Q1
$213K Sell
3,895
-775
-17% -$42.4K 0.06% 118
2020
Q4
$258K Buy
+4,670
New +$258K 0.09% 108