KCS Wealth Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $998K | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.43M | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.61M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.61M | Buy |
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