Lokken Investment Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,315
| Closed | -$315K | – | 133 |
|
|
2022
Q4 | $315K | Sell |
6,315
-108
| -2% | -$5.38K | 0.25% | 88 |
|
|
2022
Q3 | $317K | Buy |
6,423
+969
| +18% | +$47.8K | 0.27% | 82 |
|
|
2022
Q2 | $276K | Sell |
5,454
-27
| -0.5% | -$1.37K | 0.22% | 96 |
|
|
2022
Q1 | $279K | Buy |
5,481
+535
| +11% | +$27.2K | 0.22% | 101 |
|
|
2021
Q4 | $266K | Sell |
4,946
-50
| -1% | -$2.69K | 0.19% | 107 |
|
|
2021
Q3 | $273K | Buy |
4,996
+305
| +7% | +$16.7K | 0.22% | 96 |
|
|
2021
Q2 | $257K | Buy |
4,691
+138
| +3% | +$7.56K | 0.21% | 99 |
|
|
2021
Q1 | $249K | Sell |
4,553
-10
| -0.2% | -$547 | 0.22% | 98 |
|
|
2020
Q4 | $252K | Buy |
+4,563
| New | +$252K | 0.23% | 81 |
|