Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,203
| Closed | -$215K | – | 56 |
|
|
2023
Q4 | $215K | Sell |
4,203
-4,388
| -51% | -$225K | 0.11% | 59 |
|
|
2023
Q3 | $428K | Buy |
8,591
+70
| +0.8% | +$3.49K | 0.27% | 39 |
|
|
2023
Q2 | $427K | Sell |
8,521
-467
| -5% | -$23.4K | 0.28% | 36 |
|
|
2023
Q1 | $454K | Sell |
8,988
-596
| -6% | -$30.1K | 0.33% | 39 |
|
|
2022
Q4 | $477K | Buy |
+9,584
| New | +$477K | 0.41% | 34 |
|