ERTS Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,957
Closed -$357K 94
2023
Q1
$357K Sell
6,957
-119,477
-94% -$6.13M 0.09% 61
2022
Q4
$6.26M Buy
+126,434
New +$6.26M 1.62% 15
2019
Q1
Sell
-1,935
Closed -$101K 188
2018
Q4
$101K Buy
+1,935
New +$101K 0.07% 120