Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,397
| Closed | -$201K | – | 476 |
|
|
2021
Q4 | $201K | Hold |
3,397
| – | – | 0.02% | 440 |
|
|
2021
Q3 | $204K | Hold |
3,397
| – | – | 0.02% | 442 |
|
|
2021
Q2 | $206K | Hold |
3,397
| – | – | 0.02% | 408 |
|
|
2021
Q1 | $201K | Hold |
3,397
| – | – | 0.03% | 395 |
|
|
2020
Q4 | $210K | Hold |
3,397
| – | – | 0.03% | 368 |
|
|
2020
Q3 | $207K | Hold |
3,397
| – | – | 0.03% | 326 |
|
|
2020
Q2 | $205K | Sell |
3,397
-5,546
| -62% | -$335K | 0.04% | 306 |
|
|
2020
Q1 | $491K | Sell |
8,943
-1,826
| -17% | -$100K | 0.11% | 171 |
|
|
2019
Q4 | $638K | Buy |
10,769
+5,683
| +112% | +$337K | 0.11% | 156 |
|
|
2019
Q3 | $292K | Buy |
+5,086
| New | +$292K | 0.05% | 268 |
|