Global Wealth Management Investment Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-140
| Closed | -$7.28K | – | 279 |
|
2023
Q4 | $7.28K | Hold |
140
| – | – | ﹤0.01% | 310 |
|
2023
Q3 | $6.81K | Hold |
140
| – | – | ﹤0.01% | 313 |
|
2023
Q2 | $7.08K | Buy |
+140
| New | +$7.08K | ﹤0.01% | 319 |
|
2022
Q3 | – | Sell |
-140
| Closed | -$7K | – | 289 |
|
2022
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 315 |
|
2022
Q1 | $8K | Hold |
140
| – | – | ﹤0.01% | 332 |
|
2021
Q4 | $8K | Hold |
140
| – | – | ﹤0.01% | 326 |
|
2021
Q3 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 332 |
|
2020
Q3 | – | Sell |
-79
| Closed | -$5K | – | 525 |
|
2020
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 425 |
|
2020
Q1 | $4K | Sell |
79
-71
| -47% | -$3.6K | ﹤0.01% | 433 |
|
2019
Q4 | $9K | Buy |
150
+71
| +90% | +$4.26K | ﹤0.01% | 364 |
|
2019
Q3 | $5K | Sell |
79
-511
| -87% | -$32.3K | ﹤0.01% | 400 |
|
2019
Q2 | $34K | Buy |
+590
| New | +$34K | 0.02% | 207 |
|