Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,528
| Closed | -$1.91M | – | 141 |
|
|
2021
Q4 | $1.91M | Sell |
35,528
-8,754
| -20% | -$472K | 0.59% | 57 |
|
|
2021
Q3 | $2.42M | Sell |
44,282
-8,510
| -16% | -$465K | 0.82% | 39 |
|
|
2021
Q2 | $2.89M | Sell |
52,792
-792
| -1% | -$43.4K | 1% | 25 |
|
|
2021
Q1 | $2.93M | Buy |
53,584
+7,410
| +16% | +$405K | 1.17% | 22 |
|
|
2020
Q4 | $2.55M | Buy |
46,174
+4,083
| +10% | +$225K | 1.18% | 32 |
|
|
2020
Q3 | $2.31M | Buy |
42,091
+6,962
| +20% | +$382K | 1.22% | 32 |
|
|
2020
Q2 | $1.92M | Buy |
35,129
+4,858
| +16% | +$266K | 1.13% | 44 |
|
|
2020
Q1 | $1.59M | Buy |
30,271
+3,418
| +13% | +$179K | 1.14% | 49 |
|
|
2019
Q4 | $1.44M | Buy |
26,853
+2,811
| +12% | +$151K | 0.73% | 55 |
|
|
2019
Q3 | $1.29M | Buy |
24,042
+471
| +2% | +$25.3K | 0.7% | 58 |
|
|
2019
Q2 | $1.26M | Buy |
23,571
+7,993
| +51% | +$426K | 0.68% | 59 |
|
|
2019
Q1 | $823K | Buy |
15,578
+3,671
| +31% | +$194K | 0.47% | 64 |
|
|
2018
Q4 | $615K | Buy |
11,907
+5,372
| +82% | +$277K | 0.38% | 70 |
|
|
2018
Q3 | $339K | Buy |
+6,535
| New | +$339K | 0.19% | 73 |
|