Insight Wealth Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,503
Closed -$410K 173
2021
Q3
$410K Sell
7,503
-1,082
-13% -$59.1K 0.06% 148
2021
Q2
$471K Sell
8,585
-5,061
-37% -$278K 0.07% 143
2021
Q1
$746K Buy
13,646
+9,380
+220% +$513K 0.1% 124
2020
Q4
$235K Buy
+4,266
New +$235K 0.04% 197