EverSource Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-422
| Closed | -$20.6K | – | 3102 |
|
2024
Q1 | $20.6K | Buy |
422
+79
| +23% | +$3.86K | ﹤0.01% | 1347 |
|
2023
Q4 | $18.1K | Buy |
343
+6
| +2% | +$316 | ﹤0.01% | 1280 |
|
2023
Q3 | $15.9K | Buy |
337
+4
| +1% | +$189 | ﹤0.01% | 1214 |
|
2023
Q2 | $17.2K | Buy |
+333
| New | +$17.2K | ﹤0.01% | 1216 |
|