KCS Wealth Advisory’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,421
Closed -$618K 150
2022
Q4
$618K Sell
12,421
-3,083
-20% -$154K 0.26% 92
2022
Q3
$748K Buy
+15,504
New +$748K 0.35% 81
2019
Q4
Sell
-51
Closed -$3.4K 258
2019
Q3
$3.4K Buy
+51
New +$3.4K ﹤0.01% 406