Kerntke Otto McGlone Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,375
| Closed | -$69K | – | 93 |
|
|
2022
Q4 | $69K | Buy |
+1,375
| New | +$69K | 0.08% | 75 |
|
|
2021
Q3 | – | Sell |
-15,486
| Closed | -$849K | – | 81 |
|
|
2021
Q2 | $849K | Buy |
15,486
+7,046
| +83% | +$386K | 0.34% | 49 |
|
|
2021
Q1 | $462K | Sell |
8,440
-76
| -0.9% | -$4.16K | 0.24% | 81 |
|
|
2020
Q4 | $470K | Buy |
8,516
+1,107
| +15% | +$61.1K | 0.28% | 71 |
|
|
2020
Q3 | $407K | Buy |
7,409
+2,605
| +54% | +$143K | 0.3% | 69 |
|
|
2020
Q2 | $263K | Buy |
+4,804
| New | +$263K | 0.24% | 81 |
|