LifeSteps Financial’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
Q2 | – | Sell |
-158
| Closed | -$8.1K | – | 225 |
|
|
2024
Q1 | $8.1K | Buy |
+158
| New | +$8.1K | 0.01% | 312 |
|
|
2020
Q4 | – | Sell |
-3,750
| Closed | -$206K | – | 86 |
|
|
2020
Q3 | $206K | Sell |
3,750
-192
| -5% | -$10.5K | 0.22% | 76 |
|
|
2020
Q2 | $216K | Sell |
3,942
-308
| -7% | -$16.9K | 0.25% | 69 |
|
|
2020
Q1 | $223K | Sell |
4,250
-32
| -0.7% | -$1.68K | 0.26% | 66 |
|
|
2019
Q4 | $230K | Buy |
+4,282
| New | +$230K | 0.22% | 82 |
|