LGWM
Litman Gregory Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-44
| Closed | -$2K | – | 119 |
|
|
2021
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 182 |
|
|
2020
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 183 |
|
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 195 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 163 |
|
|
2020
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 153 |
|
|
2019
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 199 |
|
|
2019
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 178 |
|
|
2019
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 218 |
|