Fullen Financial Group’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
Q1 | $11.2M | Sell |
220,984
-8,441
| -4% | -$428K | 6.04% | 6 |
|
|
2022
Q4 | $11.6M | Sell |
229,425
-1,413
| -0.6% | -$71.6K | 6.6% | 5 |
|
|
2022
Q3 | $11.3M | Sell |
230,838
-4,051
| -2% | -$199K | 7.21% | 5 |
|
|
2022
Q2 | $11.9M | Sell |
234,889
-2,612
| -1% | -$132K | 7.65% | 3 |
|
|
2022
Q1 | $12.3M | Sell |
237,501
-1,047
| -0.4% | -$54.2K | 7.17% | 3 |
|
|
2021
Q4 | $12.9M | Buy |
238,548
+3,530
| +2% | +$190K | 7.17% | 4 |
|
|
2021
Q3 | $12.7M | Buy |
235,018
+5,013
| +2% | +$271K | 7.26% | 4 |
|
|
2021
Q2 | $12.6M | Buy |
230,005
+7,471
| +3% | +$409K | 7.43% | 4 |
|
|
2021
Q1 | $12.2M | Sell |
222,534
-4,123
| -2% | -$225K | 7.78% | 3 |
|
|
2020
Q4 | $12.5M | Buy |
226,657
+3,346
| +1% | +$185K | 8.48% | 3 |
|
|
2020
Q3 | $12.3M | Buy |
223,311
+3,546
| +2% | +$195K | 9.34% | 2 |
|
|
2020
Q2 | $12M | Buy |
+219,765
| New | +$12M | 9.97% | 2 |
|