Kings Point Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-1,200
| Closed | -$63K | – | 374 |
|
2015
Q2 | $63K | Buy |
+1,200
| New | +$63K | 0.02% | 193 |
|
2015
Q1 | – | Sell |
-900
| Closed | -$47K | – | 368 |
|
2014
Q4 | $47K | Hold |
900
| – | – | 0.01% | 203 |
|
2014
Q3 | $47K | Hold |
900
| – | – | 0.01% | 187 |
|
2014
Q2 | $48K | Hold |
900
| – | – | 0.01% | 183 |
|
2014
Q1 | $47K | Hold |
900
| – | – | 0.02% | 178 |
|
2013
Q4 | $47K | Hold |
900
| – | – | 0.02% | 175 |
|
2013
Q3 | $47K | Hold |
900
| – | – | 0.02% | 178 |
|
2013
Q2 | $47K | Buy |
+900
| New | +$47K | 0.02% | 188 |
|