Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,376
| Closed | -$68.6K | – | 255 |
|
|
2022
Q4 | $68.6K | Sell |
1,376
-1,654
| -55% | -$82.4K | 0.02% | 152 |
|
|
2022
Q3 | $149K | Buy |
+3,030
| New | +$149K | 0.05% | 106 |
|
|
2021
Q1 | – | Sell |
-798
| Closed | -$44K | – | 388 |
|
|
2020
Q4 | $44K | Sell |
798
-8,487
| -91% | -$468K | 0.01% | 200 |
|
|
2020
Q3 | $510K | Hold |
9,285
| – | – | 0.18% | 90 |
|
|
2020
Q2 | $508K | Hold |
9,285
| – | – | 0.21% | 85 |
|
|
2020
Q1 | $486K | Buy |
+9,285
| New | +$486K | 0.26% | 74 |
|