JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-776
| Closed | -$38.9K | – | 1985 |
|
|
2023
Q2 | $38.9K | Buy |
+776
| New | +$38.9K | ﹤0.01% | 405 |
|
|
2020
Q3 | – | Sell |
-3,800
| Closed | -$208K | – | 576 |
|
|
2020
Q2 | $208K | Buy |
+3,800
| New | +$208K | 0.05% | 133 |
|
|
2015
Q4 | – | Sell |
-256
| Closed | -$13K | – | 552 |
|
|
2015
Q3 | $13K | Buy |
+256
| New | +$13K | 0.01% | 313 |
|