Laurel Wealth Advisors (California)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $241K | Buy |
4,844
+324
| +7% | +$16.1K | 0.02% | 575 |
|
|
2022
Q3 | $218K | Buy |
4,520
+508
| +13% | +$24.5K | 0.02% | 585 |
|
|
2022
Q2 | $214K | Sell |
4,012
-61
| -1% | -$3.25K | 0.02% | 615 |
|
|
2022
Q1 | $250K | Buy |
4,073
+196
| +5% | +$12K | 0.02% | 640 |
|
|
2021
Q4 | $270K | Buy |
+3,877
| New | +$270K | 0.02% | 651 |
|
|
2021
Q3 | – | Sell |
-3,858
| Closed | -$271K | – | 479 |
|
|
2021
Q2 | $271K | Sell |
3,858
-22
| -0.6% | -$1.55K | 0.04% | 423 |
|
|
2021
Q1 | $259K | Buy |
3,880
+79
| +2% | +$5.27K | 0.04% | 384 |
|
|
2020
Q4 | $278K | Sell |
3,801
-4
| -0.1% | -$293 | 0.04% | 354 |
|
|
2020
Q3 | $268K | Sell |
3,805
-1,760
| -32% | -$124K | 0.04% | 325 |
|
|
2020
Q2 | $390K | Sell |
5,565
-841
| -13% | -$58.9K | 0.07% | 250 |
|
|
2020
Q1 | $408K | Buy |
6,406
+1,078
| +20% | +$68.7K | 0.09% | 221 |
|
|
2019
Q4 | $355K | Buy |
+5,328
| New | +$355K | 0.06% | 302 |
|