HWMG
Hurlow Wealth Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,272
| Closed | -$258K | – | 90 |
|
|
2020
Q2 | $258K | Sell |
4,272
-12,485
| -75% | -$754K | 0.25% | 75 |
|
|
2020
Q1 | $967K | Sell |
16,757
-723
| -4% | -$41.7K | 1.04% | 20 |
|
|
2019
Q4 | $1.02M | Buy |
17,480
+1,694
| +11% | +$98.9K | 1% | 20 |
|
|
2019
Q3 | $912K | Buy |
+15,786
| New | +$912K | 0.97% | 20 |
|