Emerson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,340
| Closed | -$333K | – | 132 |
|
|
2015
Q3 | $333K | Hold |
6,340
| – | – | 0.07% | 115 |
|
|
2015
Q2 | $334K | Sell |
6,340
-19,250
| -75% | -$1.01M | 0.06% | 121 |
|
|
2015
Q1 | $1.35M | Hold |
25,590
| – | – | 0.25% | 81 |
|
|
2014
Q4 | $1.35M | Sell |
25,590
-2,150
| -8% | -$113K | 0.26% | 84 |
|
|
2014
Q3 | $1.46M | Buy |
+27,740
| New | +$1.46M | 0.29% | 90 |
|