Lineweaver Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-75,600
| Closed | -$5.04M | – | 127 |
|
|
2021
Q1 | $5.04M | Sell |
75,600
-3,734
| -5% | -$249K | 1.79% | 14 |
|
|
2020
Q4 | $5.79M | Sell |
79,334
-654
| -0.8% | -$47.8K | 2.27% | 13 |
|
|
2020
Q3 | $5.63M | Buy |
79,988
+1,560
| +2% | +$110K | 2.52% | 12 |
|
|
2020
Q2 | $5.49M | Sell |
78,428
-1,323
| -2% | -$92.7K | 2.79% | 11 |
|
|
2020
Q1 | $5.07M | Buy |
79,751
+668
| +0.8% | +$42.5K | 3.19% | 9 |
|
|
2019
Q4 | $5.27M | Buy |
+79,083
| New | +$5.27M | 2.98% | 12 |
|