Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-129,203
| Closed | -$6.67M | – | 115 |
|
|
2018
Q4 | $6.67M | Buy |
+129,203
| New | +$6.67M | 1.51% | 18 |
|
|
2014
Q3 | – | Sell |
-4,942
| Closed | -$261K | – | 42 |
|
|
2014
Q2 | $261K | Buy |
4,942
+436
| +10% | +$23K | 0.19% | 38 |
|
|
2014
Q1 | $238K | Sell |
4,506
-232
| -5% | -$12.3K | 0.17% | 28 |
|
|
2013
Q4 | $250K | Buy |
+4,738
| New | +$250K | 0.19% | 26 |
|