Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $837K | Buy |
15,906
+866
| +6% | +$45.6K | 0.28% | 94 |
|
|
2016
Q4 | $789K | Buy |
15,040
+1,964
| +15% | +$103K | 0.29% | 91 |
|
|
2016
Q3 | $691K | Sell |
13,076
-528
| -4% | -$27.9K | 0.25% | 93 |
|
|
2016
Q2 | $722K | Buy |
13,604
+996
| +8% | +$52.9K | 0.28% | 78 |
|
|
2016
Q1 | $665K | Sell |
12,608
-174
| -1% | -$9.18K | 0.28% | 76 |
|
|
2015
Q4 | $668K | Sell |
12,782
-92
| -0.7% | -$4.81K | 0.29% | 78 |
|
|
2015
Q3 | $677K | Sell |
12,874
-200
| -2% | -$10.5K | 0.3% | 75 |
|
|
2015
Q2 | $689K | Buy |
13,074
+536
| +4% | +$28.2K | 0.27% | 79 |
|
|
2015
Q1 | $661K | Buy |
+12,538
| New | +$661K | 0.28% | 83 |
|