GAG
GM Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,030
| Closed | -$214K | – | 118 |
|
|
2017
Q1 | $214K | Sell |
2,030
-860
| -30% | -$90.7K | 0.07% | 94 |
|
|
2016
Q4 | $303K | Buy |
+2,890
| New | +$303K | 0.11% | 87 |
|
|
2015
Q1 | – | Sell |
-6,162
| Closed | -$648K | – | 56 |
|
|
2014
Q4 | $648K | Sell |
6,162
-1,075
| -15% | -$113K | 0.35% | 29 |
|
|
2014
Q3 | $762K | Sell |
7,237
-2,576
| -26% | -$271K | 0.57% | 23 |
|
|
2014
Q2 | $1.04M | Sell |
9,813
-7,350
| -43% | -$777K | 0.9% | 18 |
|
|
2014
Q1 | $1.81M | Sell |
17,163
-14,151
| -45% | -$1.49M | 1.4% | 16 |
|
|
2013
Q4 | $3.3M | Buy |
+31,314
| New | +$3.3M | 3.4% | 8 |
|