LWP
Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $134K | Sell |
2,647
-297
| -10% | -$15K | 0.08% | 176 |
|
|
2023
Q1 | $151K | Hold |
2,944
| – | – | 0.08% | 167 |
|
|
2022
Q4 | $146K | Sell |
2,944
-804
| -21% | -$39.8K | 0.08% | 167 |
|
|
2022
Q3 | $181K | Sell |
3,748
-641
| -15% | -$31K | 0.1% | 166 |
|
|
2022
Q2 | $224K | Sell |
4,389
-56,602
| -93% | -$2.89M | 0.1% | 152 |
|
|
2022
Q1 | $3.35M | Buy |
60,991
+462
| +0.8% | +$25.4K | 1.34% | 13 |
|
|
2021
Q4 | $3.59M | Buy |
60,529
+4,524
| +8% | +$268K | 1.39% | 12 |
|
|
2021
Q3 | $3.36M | Buy |
56,005
+7,005
| +14% | +$421K | 1.37% | 12 |
|
|
2021
Q2 | $2.97M | Buy |
49,000
+6,604
| +16% | +$400K | 1.23% | 14 |
|
|
2021
Q1 | $2.51M | Buy |
42,396
+10,822
| +34% | +$641K | 1.32% | 17 |
|
|
2020
Q4 | $1.95M | Buy |
+31,574
| New | +$1.95M | 1.85% | 9 |
|