Life Planning Partners’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
Q1
Sell
-2,172
Closed -$111K 139
2023
Q4
$111K Buy
+2,172
New +$111K 0.11% 78
2022
Q3
$85.2K Buy
1,729
+40
+2% +$1.97K 0.1% 75
2022
Q2
$85K Buy
+1,689
New +$85K 0.1% 69