MGO Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,717
| Closed | -$344K | – | 67 |
|
|
2024
Q2 | $344K | Hold |
6,717
| – | – | 0.22% | 58 |
|
|
2024
Q1 | $347K | Sell |
6,717
-377
| -5% | -$19.5K | 0.22% | 57 |
|
|
2023
Q4 | $369K | Buy |
+7,094
| New | +$369K | 0.25% | 52 |
|
|
2023
Q3 | – | Sell |
-4,102
| Closed | -$207K | – | 73 |
|
|
2023
Q2 | $207K | Buy |
+4,102
| New | +$207K | 0.16% | 64 |
|
|
2023
Q1 | – | Sell |
-14,739
| Closed | -$730K | – | 91 |
|
|
2022
Q4 | $730K | Buy |
14,739
+860
| +6% | +$42.6K | 0.33% | 62 |
|
|
2022
Q3 | $670K | Buy |
+13,879
| New | +$670K | 0.32% | 59 |
|