JSF Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$216K | – | 123 |
|
|
2021
Q4 | $216K | Hold |
4,000
| – | – | 0.11% | 100 |
|
|
2021
Q3 | $219K | Hold |
4,000
| – | – | 0.11% | 102 |
|
|
2021
Q2 | $219K | Sell |
4,000
-360
| -8% | -$19.7K | 0.13% | 93 |
|
|
2021
Q1 | $238K | Hold |
4,360
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $241K | Hold |
4,360
| – | – | 0.17% | 68 |
|
|
2020
Q3 | $239K | Hold |
4,360
| – | – | 0.19% | 58 |
|
|
2020
Q2 | $239K | Hold |
4,360
| – | – | 0.21% | 54 |
|
|
2020
Q1 | $228K | Hold |
4,360
| – | – | 0.23% | 50 |
|
|
2019
Q4 | $234K | Hold |
4,360
| – | – | 0.23% | 54 |
|
|
2019
Q3 | $234K | Buy |
4,360
+560
| +15% | +$30.1K | 0.25% | 52 |
|
|
2019
Q2 | $203K | Buy |
+3,800
| New | +$203K | 0.22% | 59 |
|