Kowal Investment Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,710
| Closed | -$656K | – | 186 |
|
|
2024
Q1 | $656K | Sell |
12,710
-14,744
| -54% | -$761K | 0.14% | 85 |
|
|
2023
Q4 | $1.43M | Buy |
27,454
+1,024
| +4% | +$53.2K | 0.33% | 40 |
|
|
2023
Q3 | $1.29M | Buy |
26,430
+8,283
| +46% | +$403K | 0.35% | 39 |
|
|
2023
Q2 | $918K | Sell |
18,147
-4,417
| -20% | -$223K | 0.25% | 56 |
|
|
2023
Q1 | $1.16M | Buy |
22,564
+3,898
| +21% | +$200K | 0.33% | 45 |
|
|
2022
Q4 | $924K | Buy |
+18,666
| New | +$924K | 0.28% | 50 |
|