JPLA
Joseph P. Lucia & Associates’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-325
| Closed | -$16K | – | 247 |
|
|
2022
Q2 | $16K | Hold |
325
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $17K | Buy |
+325
| New | +$17K | 0.01% | 281 |
|
|
2021
Q4 | – | Sell |
-905
| Closed | -$49K | – | 315 |
|
|
2021
Q3 | $49K | Hold |
905
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $50K | Sell |
905
-160
| -15% | -$8.84K | 0.03% | 220 |
|
|
2021
Q1 | $58K | Buy |
1,065
+580
| +120% | +$31.6K | 0.03% | 197 |
|
|
2020
Q4 | $27K | Buy |
+485
| New | +$27K | 0.02% | 238 |
|
|
2020
Q3 | – | Sell |
-485
| Closed | -$27K | – | 247 |
|
|
2020
Q2 | $27K | Hold |
485
| – | – | 0.02% | 222 |
|
|
2020
Q1 | $25K | Hold |
485
| – | – | 0.03% | 214 |
|
|
2019
Q4 | $26K | Sell |
485
-275
| -36% | -$14.7K | 0.02% | 220 |
|
|
2019
Q3 | $41K | Hold |
760
| – | – | 0.04% | 188 |
|
|
2019
Q2 | $41K | Sell |
760
-39,231
| -98% | -$2.12M | 0.04% | 190 |
|
|
2019
Q1 | $760 | Buy |
+39,991
| New | +$760 | 0.06% | 136 |
|