Mount Yale Investment Advisors’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 |
-9,070
| Closed | -$489K | – | 477 |
|
|
2021
Q4 | $489K | Sell |
9,070
-9,272
| -51% | -$500K | 0.05% | 294 |
|
|
2021
Q3 | $1M | Sell |
18,342
-10,901
| -37% | -$596K | 0.12% | 190 |
|
|
2021
Q2 | $1.6M | Sell |
29,243
-238
| -0.8% | -$13K | 0.19% | 115 |
|
|
2021
Q1 | $1.61M | Buy |
29,481
+12,719
| +76% | +$695K | 0.21% | 100 |
|
|
2020
Q4 | $925K | Buy |
16,762
+2,594
| +18% | +$143K | 0.13% | 175 |
|
|
2020
Q3 | $778K | Buy |
14,168
+5,369
| +61% | +$295K | 0.11% | 179 |
|
|
2020
Q2 | $481K | Buy |
+8,799
| New | +$481K | 0.09% | 232 |
|