McGlone Suttner Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-70,262
| Closed | -$3.6M | – | 176 |
|
|
2024
Q2 | $3.6M | Buy |
70,262
+64,285
| +1,076% | +$3.3M | 0.74% | 18 |
|
|
2024
Q1 | $306K | Sell |
5,977
-64,285
| -91% | -$3.3M | 0.06% | 133 |
|
|
2023
Q4 | $3.6M | Sell |
70,262
-112,905
| -62% | -$5.79M | 0.71% | 18 |
|
|
2023
Q3 | $9.13M | Sell |
183,167
-120,846
| -40% | -$6.02M | 2.12% | 10 |
|
|
2023
Q2 | $15.3M | Sell |
304,013
-9,782
| -3% | -$491K | 3.48% | 7 |
|
|
2023
Q1 | $15.9M | Buy |
313,795
+88,388
| +39% | +$4.47M | 4.08% | 6 |
|
|
2022
Q4 | $11.2M | Buy |
+225,407
| New | +$11.2M | 3.56% | 7 |
|