KFGK
Keystone Financial Group (Kentucky)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,369
| Closed | -$288K | – | 225 |
|
|
2019
Q4 | $288K | Sell |
5,369
-3,841
| -42% | -$206K | 0.08% | 186 |
|
|
2019
Q3 | $494K | Sell |
9,210
-6,763
| -42% | -$363K | 0.15% | 125 |
|
|
2019
Q2 | $854K | Sell |
15,973
-2,703
| -14% | -$145K | 0.28% | 87 |
|
|
2019
Q1 | $986K | Sell |
18,676
-6,539
| -26% | -$345K | 0.35% | 76 |
|
|
2018
Q4 | $1.3M | Sell |
25,215
-8,733
| -26% | -$451K | 0.59% | 47 |
|
|
2018
Q3 | $1.76M | Buy |
33,948
+13,374
| +65% | +$692K | 0.72% | 41 |
|
|
2018
Q2 | $2.13M | Sell |
20,574
-3,892
| -16% | -$403K | 1.19% | 23 |
|
|
2018
Q1 | $2.54M | Buy |
24,466
+664
| +3% | +$68.9K | 1.41% | 20 |
|
|
2017
Q4 | $2.49M | Buy |
+23,802
| New | +$2.49M | 1.55% | 14 |
|