FWA
FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-30,250
| Closed | -$1.86M | – | 49 |
|
|
2022
Q1 | $1.86M | Sell |
30,250
-316
| -1% | -$19.4K | 1.11% | 23 |
|
|
2021
Q4 | $2.13M | Buy |
30,566
+720
| +2% | +$50.1K | 1.27% | 19 |
|
|
2021
Q3 | $2.07M | Buy |
29,846
+573
| +2% | +$39.7K | 1.4% | 17 |
|
|
2021
Q2 | $2.06M | Buy |
29,273
+391
| +1% | +$27.4K | 1.43% | 16 |
|
|
2021
Q1 | $1.94M | Buy |
28,882
+462
| +2% | +$31.1K | 1.43% | 16 |
|
|
2020
Q4 | $2.08M | Buy |
+28,420
| New | +$2.08M | 1.6% | 16 |
|