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Jacobson & Schmitt Advisors’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
Q2
Sell
-25,291
Closed -$1.39M 41
2020
Q1
$1.39M Sell
25,291
-20,208
-44% -$1.11M 0.79% 31
2019
Q4
$2.64M Buy
45,499
+6,548
+17% +$380K 1.31% 28
2019
Q3
$2.26M Buy
+38,951
New +$2.26M 1.26% 26