IFS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,307
| Closed | -$66K | – | 113 |
|
|
2022
Q2 | $66K | Sell |
1,307
-104,033
| -99% | -$5.25M | 0.18% | 17 |
|
|
2022
Q1 | $5.45M | Buy |
105,340
+17,625
| +20% | +$912K | 5.1% | 7 |
|
|
2021
Q4 | $4.73M | Sell |
87,715
-1,460
| -2% | -$78.7K | 3.32% | 11 |
|
|
2021
Q3 | $4.87M | Buy |
89,175
+5,035
| +6% | +$275K | 3.12% | 11 |
|
|
2021
Q2 | $4.61M | Buy |
84,140
+295
| +0.4% | +$16.2K | 3.1% | 13 |
|
|
2021
Q1 | $4.58M | Buy |
83,845
+3,564
| +4% | +$195K | 3.59% | 11 |
|
|
2020
Q4 | $4.43M | Buy |
+80,281
| New | +$4.43M | 3.39% | 9 |
|