McKinley Carter Wealth Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,176
| Closed | -$213K | – | 288 |
|
|
2022
Q2 | $213K | Hold |
4,176
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $229K | Sell |
4,176
-20
| -0.5% | -$1.1K | 0.02% | 270 |
|
|
2021
Q4 | $249K | Sell |
4,196
-1,116
| -21% | -$66.2K | 0.02% | 264 |
|
|
2021
Q3 | $319K | Sell |
5,312
-1,305
| -20% | -$78.4K | 0.03% | 235 |
|
|
2021
Q2 | $400K | Sell |
6,617
-756
| -10% | -$45.7K | 0.03% | 213 |
|
|
2021
Q1 | $437K | Sell |
7,373
-610
| -8% | -$36.2K | 0.04% | 201 |
|
|
2020
Q4 | $493K | Buy |
+7,983
| New | +$493K | 0.06% | 165 |
|
|
2014
Q4 | – | Sell |
-5,878
| Closed | -$321K | – | 98 |
|
|
2014
Q3 | $321K | Hold |
5,878
| – | – | 0.3% | 65 |
|
|
2014
Q2 | $324K | Buy |
5,878
+74
| +1% | +$4.08K | 0.34% | 59 |
|
|
2014
Q1 | $316K | Buy |
5,804
+106
| +2% | +$5.77K | 0.34% | 66 |
|
|
2013
Q4 | $307K | Sell |
5,698
-1,926
| -25% | -$104K | 0.3% | 83 |
|
|
2013
Q3 | $411K | Buy |
+7,624
| New | +$411K | 0.49% | 45 |
|