KMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $372K | Buy |
7,078
+96
| +1% | +$5.05K | 0.05% | 323 |
|
|
2014
Q2 | $369K | Sell |
6,982
-448
| -6% | -$23.7K | 0.05% | 338 |
|
|
2014
Q1 | $392K | Buy |
7,430
+462
| +7% | +$24.4K | 0.06% | 311 |
|
|
2013
Q4 | $368K | Sell |
6,968
-2,928
| -30% | -$155K | 0.06% | 328 |
|
|
2013
Q3 | $521K | Buy |
9,896
+1,708
| +21% | +$89.9K | 0.13% | 192 |
|
|
2013
Q2 | $430K | Buy |
+8,188
| New | +$430K | 0.12% | 208 |
|