Laurel Wealth Advisors (California)’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
Q4 | $333K | Buy |
6,674
+708
| +12% | +$35.3K | 0.03% | 474 |
|
|
2022
Q3 | $294K | Sell |
5,966
-8,869
| -60% | -$437K | 0.03% | 489 |
|
|
2022
Q2 | $750K | Buy |
14,835
+9,662
| +187% | +$488K | 0.08% | 265 |
|
|
2022
Q1 | $267K | Sell |
5,173
-736
| -12% | -$38K | 0.02% | 623 |
|
|
2021
Q4 | $319K | Buy |
+5,909
| New | +$319K | 0.02% | 598 |
|
|
2021
Q3 | – | Sell |
-4,880
| Closed | -$267K | – | 480 |
|
|
2021
Q2 | $267K | Sell |
4,880
-679
| -12% | -$37.2K | 0.03% | 425 |
|
|
2021
Q1 | $304K | Buy |
5,559
+44
| +0.8% | +$2.41K | 0.05% | 355 |
|
|
2020
Q4 | $304K | Sell |
5,515
-422
| -7% | -$23.3K | 0.04% | 329 |
|
|
2020
Q3 | $326K | Sell |
5,937
-2,221
| -27% | -$122K | 0.05% | 284 |
|
|
2020
Q2 | $446K | Buy |
8,158
+1,343
| +20% | +$73.4K | 0.08% | 235 |
|
|
2020
Q1 | $357K | Buy |
6,815
+383
| +6% | +$20.1K | 0.08% | 242 |
|
|
2019
Q4 | $345K | Sell |
6,432
-15,068
| -70% | -$808K | 0.06% | 308 |
|
|
2019
Q3 | $1.15M | Buy |
21,500
+17,711
| +467% | +$951K | 0.2% | 134 |
|
|
2019
Q2 | $202K | Buy |
+3,789
| New | +$202K | 0.04% | 383 |
|