LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.99M | Sell |
132,890
-9,950
| -7% | -$524K | 3.68% | 6 |
|
|
2016
Q4 | $7.5M | Sell |
142,840
-2,270
| -2% | -$119K | 4.11% | 5 |
|
|
2016
Q3 | $7.67M | Sell |
145,110
-330
| -0.2% | -$17.4K | 4.33% | 5 |
|
|
2016
Q2 | $7.72M | Sell |
145,440
-12,810
| -8% | -$680K | 4.33% | 5 |
|
|
2016
Q1 | $8.34M | Sell |
158,250
-12,420
| -7% | -$655K | 4.82% | 5 |
|
|
2015
Q4 | $8.93M | Sell |
170,670
-17,270
| -9% | -$903K | 5.14% | 5 |
|
|
2015
Q3 | $9.88M | Sell |
187,940
-9,610
| -5% | -$505K | 6.23% | 3 |
|
|
2015
Q2 | $10.4M | Sell |
197,550
-4,110
| -2% | -$216K | 6.53% | 3 |
|
|
2015
Q1 | $10.6M | Sell |
201,660
-18,100
| -8% | -$955K | 6.71% | 3 |
|
|
2014
Q4 | $11.6M | Sell |
219,760
-500
| -0.2% | -$26.3K | 7.65% | 3 |
|
|
2014
Q3 | $11.6M | Buy |
220,260
+52,440
| +31% | +$2.76M | 8.05% | 3 |
|
|
2014
Q2 | $8.87M | Sell |
167,820
-650
| -0.4% | -$34.3K | 7.23% | 3 |
|
|
2014
Q1 | $8.89M | Sell |
168,470
-5,300
| -3% | -$280K | 7.28% | 3 |
|
|
2013
Q4 | $9.16M | Buy |
+173,770
| New | +$9.16M | 7.54% | 2 |
|