Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $707K | Sell |
13,420
-7,782
| -37% | -$410K | 0.43% | 54 |
|
|
2024
Q2 | $1.09M | Sell |
21,202
-1,903
| -8% | -$97.5K | 0.7% | 34 |
|
|
2024
Q1 | $1.18M | Buy |
23,105
+3,229
| +16% | +$166K | 0.74% | 36 |
|
|
2023
Q4 | $1.02M | Sell |
19,876
-7,065
| -26% | -$362K | 0.68% | 38 |
|
|
2023
Q3 | $1.34M | Buy |
26,941
+17,544
| +187% | +$874K | 0.99% | 24 |
|
|
2023
Q2 | $471K | Buy |
9,397
+4,224
| +82% | +$212K | 0.32% | 64 |
|
|
2023
Q1 | $261K | Buy |
5,173
+4,808
| +1,317% | +$243K | 0.19% | 84 |
|
|
2022
Q4 | $18.2K | Buy |
+365
| New | +$18.2K | 0.02% | 132 |
|