HWA
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HCR Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

HCR Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$33K – 204
2020
Q4 		$33K Hold
600
– – 0.01% 218
2020
Q3 		$33K Hold
600
– – 0.01% 192
2020
Q2 		$33K Hold
600
– – 0.01% 190
2020
Q1 		$31K Hold
600
– – 0.01% 183
2019
Q4 		$32K Buy
+600
New +$32K 0.01% 187