Keystone Wealth Services’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
2022
Q3
Sell
-4,207
Closed -$213K 168
2022
Q2
$213K Sell
4,207
-3,667
-47% -$186K 0.1% 157
2022
Q1
$407K Sell
7,874
-10,143
-56% -$524K 0.16% 106
2021
Q4
$971K Buy
+18,017
New +$971K 0.39% 65