Householder Group Estate & Retirement Specialist’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-572
| Closed | -$30K | – | 845 |
|
|
2024
Q3 | $30K | Buy |
572
+11
| +2% | +$577 | 0.01% | 591 |
|
|
2024
Q2 | $28K | Buy |
561
+6
| +1% | +$299 | 0.01% | 593 |
|
|
2024
Q1 | $28.5K | Buy |
555
+3
| +0.5% | +$154 | 0.01% | 584 |
|
|
2023
Q4 | $28K | Sell |
552
-62
| -10% | -$3.15K | 0.01% | 565 |
|
|
2023
Q3 | $30.6K | Buy |
+614
| New | +$30.6K | 0.01% | 547 |
|
|
2023
Q1 | $109K | Buy |
+2,155
| New | +$109K | 0.04% | 287 |
|
|
2022
Q4 | – | Sell |
-2,692
| Closed | -$132K | – | 683 |
|
|
2022
Q3 | $132K | Buy |
+2,692
| New | +$132K | 0.05% | 222 |
|