MAWCM
Mine & Arao Wealth Creation & Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-196
| Closed | -$10K | – | 211 |
|
|
2024
Q1 | $10K | Buy |
196
+1
| +0.5% | +$51 | 0.01% | 215 |
|
|
2023
Q4 | $9.99K | Buy |
195
+3
| +2% | +$154 | 0.01% | 215 |
|
|
2023
Q3 | $9.59K | Buy |
192
+1
| +0.5% | +$50 | 0.01% | 213 |
|
|
2023
Q2 | $9.57K | Buy |
191
+2
| +1% | +$100 | 0.01% | 226 |
|
|
2023
Q1 | $9.57K | Buy |
189
+1
| +0.5% | +$51 | 0.01% | 226 |
|
|
2022
Q4 | $9.39K | Buy |
188
+1
| +0.5% | +$50 | 0.01% | 222 |
|
|
2022
Q3 | $9K | Buy |
187
+1
| +0.5% | +$48 | 0.01% | 230 |
|
|
2022
Q2 | $9K | Buy |
186
+1
| +0.5% | +$48 | 0.01% | 232 |
|
|
2022
Q1 | $10K | Hold |
185
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $10K | Buy |
185
+2
| +1% | +$108 | 0.01% | 231 |
|
|
2021
Q3 | $10K | Hold |
183
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $10K | Buy |
183
+1
| +0.5% | +$55 | 0.01% | 219 |
|
|
2021
Q1 | $10K | Buy |
182
+1
| +0.6% | +$55 | 0.01% | 211 |
|
|
2020
Q4 | $10K | Buy |
181
+1
| +0.6% | +$55 | 0.01% | 204 |
|
|
2020
Q3 | $10K | Buy |
+180
| New | +$10K | 0.01% | 196 |
|