Marcuard Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.35M | Sell |
25,600
-48,140
| -65% | -$2.53M | 2.9% | 7 |
|
|
2014
Q2 | $3.9M | Buy |
73,740
+39,400
| +115% | +$2.08M | 8.8% | 4 |
|
|
2014
Q1 | $1.81M | Buy |
34,340
+2,140
| +7% | +$113K | 4.38% | 6 |
|
|
2013
Q4 | $1.7M | Sell |
32,200
-1,000
| -3% | -$52.7K | 3.65% | 8 |
|
|
2013
Q3 | $1.75M | Sell |
33,200
-4,000
| -11% | -$211K | 3.34% | 9 |
|
|
2013
Q2 | $1.95M | Buy |
+37,200
| New | +$1.95M | 3.14% | 11 |
|