Highwater Wealth Management’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 | – | Sell |
-11,924
| Closed | -$651K | – | 23 |
|
|
2017
Q4 | $651K | Sell |
11,924
-968
| -8% | -$52.8K | 1.39% | 14 |
|
|
2017
Q3 | $710K | Buy |
12,892
+4,344
| +51% | +$239K | 1.68% | 19 |
|
|
2017
Q2 | $469K | Sell |
8,548
-1,576
| -16% | -$86.5K | 1.13% | 20 |
|
|
2017
Q1 | $552K | Buy |
10,124
+318
| +3% | +$17.3K | 1.66% | 16 |
|
|
2016
Q4 | $531K | Sell |
9,806
-94
| -0.9% | -$5.09K | 2.73% | 15 |
|
|
2016
Q3 | $551K | Buy |
+9,900
| New | +$551K | 3.08% | 13 |
|