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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14K | Hold |
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2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $13.9K | Sell |
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2022
Q3 | $72K | Sell |
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|
2022
Q2 | $97K | Sell |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $145K | Sell |
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|
2021
Q2 | $165K | Buy |
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|
2021
Q1 | $160K | Sell |
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|
2020
Q4 | $274K | Buy |
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