Kowal Investment Group’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 |
-5,752
| Closed | -$291K | – | 149 |
|
|
2022
Q2 | $291K | Buy |
5,752
+5
| +0.1% | +$253 | 0.1% | 109 |
|
|
2022
Q1 | $297K | Buy |
5,747
+2
| +0% | +$103 | 0.09% | 93 |
|
|
2021
Q4 | $310K | Buy |
5,745
+2
| +0% | +$108 | 0.09% | 77 |
|
|
2021
Q3 | $314K | Buy |
5,743
+10
| +0.2% | +$547 | 0.1% | 71 |
|
|
2021
Q2 | $314K | Buy |
5,733
+61
| +1% | +$3.34K | 0.11% | 71 |
|
|
2021
Q1 | $310K | Buy |
5,672
+1,005
| +22% | +$54.9K | 0.13% | 66 |
|
|
2020
Q4 | $257K | Buy |
+4,667
| New | +$257K | 0.12% | 72 |
|