Lantz Financial’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 |
-16,758
| Closed | -$847K | – | 170 |
|
|
2022
Q2 | $847K | Buy |
16,758
+4,262
| +34% | +$215K | 0.38% | 69 |
|
|
2022
Q1 | $646K | Buy |
12,496
+1,704
| +16% | +$88.1K | 0.26% | 91 |
|
|
2021
Q4 | $581K | Sell |
10,792
-315
| -3% | -$17K | 0.27% | 86 |
|
|
2021
Q3 | $607K | Buy |
11,107
+219
| +2% | +$12K | 0.31% | 79 |
|
|
2021
Q2 | $597K | Buy |
10,888
+7,076
| +186% | +$388K | 0.31% | 80 |
|
|
2021
Q1 | $208K | Buy |
+3,812
| New | +$208K | 0.12% | 129 |
|