Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $368K | Buy |
+6,872
| New | +$368K | 0.24% | 81 |
|
|
2016
Q4 | – | Sell |
-3,134
| Closed | -$174K | – | 242 |
|
|
2016
Q3 | $174K | Buy |
3,134
+1,020
| +48% | +$56.6K | 0.13% | 85 |
|
|
2016
Q2 | $117K | Buy |
2,114
+900
| +74% | +$49.8K | 0.1% | 91 |
|
|
2016
Q1 | $66K | Sell |
1,214
-9,950
| -89% | -$541K | 0.06% | 96 |
|
|
2015
Q4 | $598K | Buy |
+11,164
| New | +$598K | 0.57% | 66 |
|