Legacy Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $656K | Sell |
13,304
-890
| -6% | -$43.9K | 1.09% | 23 |
|
|
2022
Q2 | $718K | Sell |
14,194
-1,775
| -11% | -$89.8K | 1.03% | 24 |
|
|
2022
Q1 | $826K | Buy |
15,969
+3,959
| +33% | +$205K | 0.97% | 24 |
|
|
2021
Q4 | $647K | Sell |
12,010
-372
| -3% | -$20K | 0.74% | 31 |
|
|
2021
Q3 | $677K | Buy |
12,382
+575
| +5% | +$31.4K | 0.76% | 32 |
|
|
2021
Q2 | $647K | Sell |
11,807
-803
| -6% | -$44K | 0.74% | 34 |
|
|
2021
Q1 | $690K | Buy |
12,610
+1,909
| +18% | +$104K | 0.88% | 30 |
|
|
2020
Q4 | $590K | Sell |
10,701
-92
| -0.9% | -$5.07K | 0.76% | 28 |
|
|
2020
Q3 | $593K | Sell |
10,793
-2,728
| -20% | -$150K | 0.68% | 30 |
|
|
2020
Q2 | $740K | Sell |
13,521
-360
| -3% | -$19.7K | 0.88% | 28 |
|
|
2020
Q1 | $727K | Sell |
13,881
-630
| -4% | -$33K | 1.16% | 25 |
|
|
2019
Q4 | $778K | Buy |
+14,511
| New | +$778K | 0.88% | 27 |
|