Lenox Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $148K | Sell |
2,452
-2,961
| -55% | -$179K | 0.05% | 167 |
|
|
2020
Q1 | $297K | Buy |
5,413
+338
| +7% | +$18.5K | 0.1% | 106 |
|
|
2019
Q4 | $294K | Buy |
5,075
+538
| +12% | +$31.2K | 0.08% | 125 |
|
|
2019
Q3 | $262K | Buy |
4,537
+272
| +6% | +$15.7K | 0.08% | 125 |
|
|
2019
Q2 | $242K | Buy |
4,265
+798
| +23% | +$45.3K | 0.07% | 115 |
|
|
2019
Q1 | $191K | Buy |
3,467
+3,172
| +1,075% | +$175K | 0.06% | 129 |
|
|
2018
Q4 | $2K | Buy |
+295
| New | +$2K | ﹤0.01% | 557 |
|