LA
LexAurum Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,058
| Closed | -$776K | – | 243 |
|
|
2020
Q4 | $776K | Buy |
14,058
+3,077
| +28% | +$170K | 0.28% | 89 |
|
|
2020
Q3 | $603K | Buy |
10,981
+7,332
| +201% | +$403K | 0.25% | 88 |
|
|
2020
Q2 | $200K | Buy |
+3,649
| New | +$200K | 0.11% | 190 |
|
|
2018
Q1 | – | Sell |
-2,665
| Closed | -$278K | – | 154 |
|
|
2017
Q4 | $278K | Buy |
+2,665
| New | +$278K | 0.26% | 106 |
|