Founders Financial Securities’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
Q4 | – | Sell |
-24,345
| Closed | -$1.33M | – | 270 |
|
|
2021
Q3 | $1.33M | Buy |
24,345
+4,622
| +23% | +$253K | 0.27% | 74 |
|
|
2021
Q2 | $1.08M | Buy |
19,723
+1,628
| +9% | +$89.2K | 0.21% | 101 |
|
|
2021
Q1 | $989K | Sell |
18,095
-532
| -3% | -$29.1K | 0.23% | 91 |
|
|
2020
Q4 | $1.03M | Buy |
18,627
+731
| +4% | +$40.3K | 0.25% | 73 |
|
|
2020
Q3 | $983K | Buy |
17,896
+2,833
| +19% | +$156K | 0.31% | 54 |
|
|
2020
Q2 | $824K | Sell |
15,063
-1,958
| -12% | -$107K | 0.27% | 66 |
|
|
2020
Q1 | $891K | Buy |
17,021
+2,097
| +14% | +$110K | 0.33% | 43 |
|
|
2019
Q4 | $800K | Buy |
14,924
+1,215
| +9% | +$65.1K | 0.27% | 60 |
|
|
2019
Q3 | $736K | Buy |
13,709
+491
| +4% | +$26.4K | 0.23% | 72 |
|
|
2019
Q2 | $706K | Buy |
13,218
+1,365
| +12% | +$72.9K | 0.23% | 69 |
|
|
2019
Q1 | $626K | Buy |
11,853
+565
| +5% | +$29.8K | 0.2% | 78 |
|
|
2018
Q4 | $583K | Buy |
11,288
+1,042
| +10% | +$53.8K | 0.21% | 69 |
|
|
2018
Q3 | $531K | Buy |
10,246
+930
| +10% | +$48.2K | 0.15% | 82 |
|
|
2018
Q2 | $483K | Buy |
9,316
+636
| +7% | +$33K | 0.15% | 79 |
|
|
2018
Q1 | $450K | Buy |
8,680
+790
| +10% | +$41K | 0.15% | 82 |
|
|
2017
Q4 | $412K | Sell |
7,890
-14
| -0.2% | -$731 | 0.14% | 77 |
|
|
2017
Q3 | $416K | Buy |
7,904
+558
| +8% | +$29.4K | 0.15% | 75 |
|
|
2017
Q2 | $387K | Buy |
7,346
+1,162
| +19% | +$61.2K | 0.15% | 80 |
|
|
2017
Q1 | $325K | Buy |
6,184
+514
| +9% | +$27K | 0.12% | 80 |
|
|
2016
Q4 | $298K | Buy |
+5,670
| New | +$298K | 0.12% | 70 |
|