Forza Wealth 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
Q4 | – | Sell |
-49,291
| Closed | -$2.6M | – | 186 |
|
|
2024
Q3 | $2.6M | Sell |
49,291
-2
| -0% | -$105 | 1.19% | 24 |
|
|
2024
Q2 | $2.53M | Hold |
49,293
| – | – | 1.3% | 23 |
|
|
2024
Q1 | $2.53M | Hold |
49,293
| – | – | 1.31% | 19 |
|
|
2023
Q4 | $2.53M | Sell |
49,293
-38,527
| -44% | -$1.98M | 1.39% | 20 |
|
|
2023
Q3 | $4.38M | Hold |
87,820
| – | – | 2.26% | 6 |
|
|
2023
Q2 | $4.41M | Hold |
87,820
| – | – | 2.22% | 6 |
|
|
2023
Q1 | $4.44M | Hold |
87,820
| – | – | 2.29% | 6 |
|
|
2022
Q4 | $4.38M | Buy |
+87,820
| New | +$4.38M | 2.9% | 4 |
|