Liberty Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29,342
| Closed | -$1.78M | – | 159 |
|
|
2022
Q1 | $1.78M | Buy |
+29,342
| New | +$1.78M | 0.64% | 37 |
|
|
2021
Q4 | – | Sell |
-22,346
| Closed | -$1.55M | – | 55 |
|
|
2021
Q3 | $1.55M | Sell |
22,346
-12,977
| -37% | -$899K | 0.55% | 36 |
|
|
2021
Q2 | $2.48M | Buy |
35,323
+22,570
| +177% | +$1.58M | 0.96% | 23 |
|
|
2021
Q1 | $905K | Hold |
12,753
| – | – | 0.44% | 35 |
|
|
2020
Q4 | $905K | Buy |
+12,753
| New | +$905K | 0.44% | 35 |
|
|
2020
Q2 | – | Sell |
-222
| Closed | -$14K | – | 916 |
|
|
2020
Q1 | $14K | Buy |
+222
| New | +$14K | 0.01% | 413 |
|