Lineweaver Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $309K | Sell |
|
|||||
|
2023
Q2 | $327K | Buy |
|
|||||
|
2023
Q1 | $308K | Sell |
|
|||||
|
2022
Q4 | $406K | Sell |
|
|||||
|
2022
Q3 | $404K | Sell |
|
|||||
|
2022
Q2 | $542K | Sell |
|
|||||
|
2022
Q1 | $564K | Sell |
|
|||||
|
2021
Q4 | $1.42M | Sell |
|
|||||
|
2021
Q3 | $13.8M | Buy |
|
|||||
|
2021
Q2 | $12.9M | Buy |
|
|||||
|
2021
Q1 | $5.69M | Sell |
|
|||||
|
2020
Q4 | $6.1M | Buy |
|
|||||
|
2020
Q3 | $5.42M | Buy |
|
|||||
|
2020
Q2 | $5.16M | Buy |
|