Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,333
| Closed | -$515K | – | 98 |
|
|
2022
Q4 | $515K | Sell |
10,333
-2,331
| -18% | -$116K | 0.12% | 43 |
|
|
2022
Q3 | $624K | Sell |
12,664
-106,355
| -89% | -$5.24M | 0.16% | 39 |
|
|
2022
Q2 | $6.02M | Buy |
119,019
+4,089
| +4% | +$207K | 1.43% | 16 |
|
|
2022
Q1 | $5.94M | Buy |
114,930
+3,324
| +3% | +$172K | 1.25% | 15 |
|
|
2021
Q4 | $6.01M | Buy |
111,606
+5,085
| +5% | +$274K | 1.2% | 18 |
|
|
2021
Q3 | $5.82M | Buy |
+106,521
| New | +$5.82M | 1.26% | 17 |
|