Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-52,924
| Closed | -$65K | – | 234 |
|
|
2024
Q2 | $65K | Buy |
+52,924
| New | +$65K | 0.01% | 213 |
|
|
2022
Q1 | – | Hold |
0
| – | -$2.54K | – | 168 |
|
|
2021
Q4 | – | Sell |
-58,362
| Closed | -$3.19M | – | 48 |
|
|
2021
Q3 | $3.19M | Sell |
58,362
-36,867
| -39% | -$2.01M | 1.14% | 17 |
|
|
2021
Q2 | $5.22M | Buy |
95,229
+29,608
| +45% | +$1.62M | 2.03% | 12 |
|
|
2021
Q1 | $3.61M | Hold |
65,621
| – | – | 1.76% | 14 |
|
|
2020
Q4 | $3.61M | Buy |
65,621
+4,998
| +8% | +$275K | 1.77% | 14 |
|
|
2020
Q3 | $3.33M | Buy |
60,623
+11,606
| +24% | +$637K | 1.96% | 11 |
|
|
2020
Q2 | $2.68M | Buy |
49,017
+48,580
| +11,117% | +$2.66M | 1.89% | 13 |
|
|
2020
Q1 | $23K | Buy |
437
+188
| +76% | +$9.9K | 0.02% | 337 |
|
|
2019
Q4 | $13K | Hold |
249
| – | – | 0.01% | 494 |
|
|
2019
Q3 | $13K | Buy |
+249
| New | +$13K | 0.01% | 468 |
|