Lumature Wealth Partners’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
Q2 | $14K | Hold |
280
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $14.2K | Hold |
280
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $14K | Sell |
280
-1,184
| -81% | -$59K | 0.01% | 289 |
|
|
2022
Q3 | $72K | Sell |
1,464
-460
| -24% | -$22.6K | 0.04% | 207 |
|
|
2022
Q2 | $97K | Sell |
1,924
-323
| -14% | -$16.3K | 0.04% | 206 |
|
|
2022
Q1 | $116K | Buy |
2,247
+124
| +6% | +$6.4K | 0.05% | 201 |
|
|
2021
Q4 | $114K | Sell |
2,123
-538
| -20% | -$28.9K | 0.04% | 170 |
|
|
2021
Q3 | $145K | Sell |
2,661
-344
| -11% | -$18.7K | 0.06% | 156 |
|
|
2021
Q2 | $165K | Buy |
3,005
+71
| +2% | +$3.9K | 0.07% | 154 |
|
|
2021
Q1 | $160K | Sell |
2,934
-2,033
| -41% | -$111K | 0.08% | 136 |
|
|
2020
Q4 | $274K | Buy |
+4,967
| New | +$274K | 0.26% | 106 |
|