LifeSteps Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,728
| Closed | -$421K | – | 75 |
|
|
2022
Q3 | $421K | Hold |
8,728
| – | – | 0.47% | 43 |
|
|
2022
Q2 | $446K | Sell |
8,728
-200
| -2% | -$10.2K | 0.46% | 45 |
|
|
2022
Q1 | $490K | Hold |
8,928
| – | – | 0.36% | 47 |
|
|
2021
Q4 | $529K | Hold |
8,928
| – | – | 0.37% | 43 |
|
|
2021
Q3 | $536K | Hold |
8,928
| – | – | 0.41% | 42 |
|
|
2021
Q2 | $540K | Hold |
8,928
| – | – | 0.41% | 43 |
|
|
2021
Q1 | $529K | Hold |
8,928
| – | – | 0.44% | 41 |
|
|
2020
Q4 | $552K | Hold |
8,928
| – | – | 0.51% | 36 |
|
|
2020
Q3 | $543K | Hold |
8,928
| – | – | 0.57% | 33 |
|
|
2020
Q2 | $539K | Sell |
8,928
-1,480
| -14% | -$89.4K | 0.62% | 32 |
|
|
2020
Q1 | $572K | Hold |
10,408
| – | – | 0.66% | 34 |
|
|
2019
Q4 | $603K | Buy |
+10,408
| New | +$603K | 0.57% | 44 |
|