Fiducient Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-23,002
| Closed | -$1.16M | – | 54 |
|
2023
Q1 | $1.16M | Buy |
23,002
+223
| +1% | +$11.3K | 0.38% | 20 |
|
2022
Q4 | $1.13M | Buy |
22,779
+1,609
| +8% | +$80.2K | 0.33% | 40 |
|
2022
Q3 | $1.04M | Sell |
21,170
-1,677
| -7% | -$82.6K | 0.5% | 18 |
|
2022
Q2 | $1.16M | Sell |
22,847
-8,421
| -27% | -$426K | 0.43% | 25 |
|
2022
Q1 | $1.62M | Buy |
+31,268
| New | +$1.62M | 0.61% | 17 |
|