Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-261
| Closed | -$13.4K | – | 262 |
|
|
2023
Q4 | $13.4K | Sell |
261
-357
| -58% | -$18.3K | 0.01% | 165 |
|
|
2023
Q3 | $30.8K | Hold |
618
| – | – | 0.02% | 96 |
|
|
2023
Q2 | $31K | Sell |
618
-60
| -9% | -$3.01K | 0.02% | 93 |
|
|
2023
Q1 | $34.3K | Buy |
678
+249
| +58% | +$12.6K | 0.02% | 87 |
|
|
2022
Q4 | $21.4K | Buy |
+429
| New | +$21.4K | 0.01% | 96 |
|