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LWM Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

LWM Advisory Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,791
Closed -$403K – 118
2022
Q1 		$403K Hold
7,791
– – 0.5% 59
2021
Q4 		$420K Buy
+7,791
New +$420K 0.52% 58