Lighthouse Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-3,280
| Closed | -$202K | – | 113 |
|
2020
Q4 | $202K | Sell |
3,280
-350
| -10% | -$21.6K | 0.07% | 110 |
|
2020
Q3 | $220K | Sell |
3,630
-6
| -0.2% | -$364 | 0.08% | 97 |
|
2020
Q2 | $219K | Buy |
+3,636
| New | +$219K | 0.09% | 96 |
|
2020
Q1 | – | Sell |
-94
| Closed | -$5K | – | 161 |
|
2019
Q4 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 219 |
|