Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $852K | Sell |
15,638
-2,088
| -12% | -$114K | 0.29% | 93 |
|
|
2016
Q4 | $959K | Sell |
17,726
-480
| -3% | -$26K | 0.36% | 78 |
|
|
2016
Q3 | $1.01M | Hold |
18,206
| – | – | 0.36% | 71 |
|
|
2016
Q2 | $1.01M | Sell |
18,206
-1,568
| -8% | -$87.2K | 0.39% | 61 |
|
|
2016
Q1 | $1.09M | Sell |
19,774
-190
| -1% | -$10.4K | 0.46% | 54 |
|
|
2015
Q4 | $1.07M | Sell |
19,964
-100
| -0.5% | -$5.37K | 0.46% | 55 |
|
|
2015
Q3 | $1.09M | Sell |
20,064
-506
| -2% | -$27.5K | 0.48% | 51 |
|
|
2015
Q2 | $1.12M | Buy |
20,570
+2,784
| +16% | +$152K | 0.43% | 53 |
|
|
2015
Q1 | $984K | Buy |
+17,786
| New | +$984K | 0.41% | 56 |
|