Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $255K | Hold |
4,850
| – | – | 0.11% | 95 |
|
|
2014
Q3 | $255K | Hold |
4,850
| – | – | 0.11% | 97 |
|
|
2014
Q2 | $256K | Buy |
4,850
+2,850
| +143% | +$150K | 0.11% | 98 |
|
|
2014
Q1 | $105K | Hold |
2,000
| – | – | 0.05% | 146 |
|
|
2013
Q4 | $105K | Hold |
2,000
| – | – | 0.06% | 129 |
|
|
2013
Q3 | $105K | Hold |
2,000
| – | – | 0.06% | 128 |
|
|
2013
Q2 | $105K | Buy |
+2,000
| New | +$105K | 0.07% | 114 |
|