JNBA Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-612
| Closed | -$31.4K | – | 729 |
|
2023
Q1 | $31.4K | Buy |
+612
| New | +$31.4K | ﹤0.01% | 339 |
|
2019
Q1 | – | Sell |
-347
| Closed | -$18K | – | 554 |
|
2018
Q4 | $18K | Buy |
+347
| New | +$18K | ﹤0.01% | 314 |
|
2018
Q3 | – | Sell |
-340
| Closed | -$18K | – | 590 |
|
2018
Q2 | $18K | Buy |
340
+2
| +0.6% | +$106 | ﹤0.01% | 324 |
|
2018
Q1 | $18K | Buy |
338
+2
| +0.6% | +$107 | ﹤0.01% | 321 |
|
2017
Q4 | $18K | Buy |
336
+2
| +0.6% | +$107 | ﹤0.01% | 325 |
|
2017
Q3 | $18K | Buy |
334
+2
| +0.6% | +$108 | ﹤0.01% | 308 |
|
2017
Q2 | $18K | Hold |
332
| – | – | ﹤0.01% | 304 |
|
2017
Q1 | $18K | Hold |
332
| – | – | ﹤0.01% | 307 |
|
2016
Q4 | $18K | Buy |
+332
| New | +$18K | ﹤0.01% | 311 |
|
2016
Q2 | – | Sell |
-280
| Closed | -$15K | – | 533 |
|
2016
Q1 | $15K | Buy |
+280
| New | +$15K | 0.01% | 313 |
|
2013
Q3 | – | Sell |
-800
| Closed | -$43K | – | 436 |
|
2013
Q2 | $43K | Buy |
+800
| New | +$43K | 0.03% | 156 |
|