FormulaFolio Investments’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-215,309
| Closed | -$11.9M | – | 614 |
|
2020
Q4 | $11.9M | Buy |
+215,309
| New | +$11.9M | 0.25% | 80 |
|
2020
Q3 | – | Sell |
-7,069
| Closed | -$387K | – | 330 |
|
2020
Q2 | $387K | Hold |
7,069
| – | – | 0.02% | 210 |
|
2020
Q1 | $370K | Hold |
7,069
| – | – | 0.02% | 199 |
|
2019
Q4 | $379K | Buy |
+7,069
| New | +$379K | 0.01% | 269 |
|