LGWM
Litman Gregory Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-25
| Closed | -$2K | – | 207 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 161 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 160 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 203 |
|
|
2019
Q3 | $1K | Sell |
25
-1,810
| -99% | -$72.4K | ﹤0.01% | 208 |
|
|
2019
Q2 | $105K | Buy |
+1,835
| New | +$105K | 0.03% | 61 |
|