Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,469
| Closed | -$88K | – | 604 |
|
|
2021
Q3 | $88K | Buy |
1,469
+6
| +0.4% | +$359 | 0.03% | 313 |
|
|
2021
Q2 | $89K | Sell |
1,463
-277
| -16% | -$16.9K | 0.03% | 224 |
|
|
2021
Q1 | $106K | Hold |
1,740
| – | – | 0.05% | 174 |
|
|
2020
Q4 | $106K | Buy |
1,740
+12
| +0.7% | +$731 | 0.05% | 172 |
|
|
2020
Q3 | $105K | Buy |
1,728
+8
| +0.5% | +$486 | 0.06% | 154 |
|
|
2020
Q2 | $104K | Sell |
1,720
-32,669
| -95% | -$1.98M | 0.07% | 146 |
|
|
2020
Q1 | $1.91M | Buy |
34,389
+6,814
| +25% | +$379K | 1.67% | 12 |
|
|
2019
Q4 | $1.6M | Sell |
27,575
-5,373
| -16% | -$312K | 1.26% | 12 |
|
|
2019
Q3 | $1.91M | Buy |
32,948
+17,179
| +109% | +$995K | 1.81% | 10 |
|
|
2019
Q2 | $898K | Buy |
15,769
+1,755
| +13% | +$99.9K | 0.79% | 20 |
|
|
2019
Q1 | $772K | Buy |
14,014
+2,000
| +17% | +$110K | 0.58% | 20 |
|
|
2018
Q4 | $629K | Buy |
+12,014
| New | +$629K | 0.47% | 25 |
|