Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,132
| Closed | -$314K | – | 137 |
|
|
2020
Q3 | $314K | Sell |
5,132
-306,747
| -98% | -$18.8M | 0.2% | 88 |
|
|
2020
Q2 | $18.9M | Sell |
311,879
-11,019
| -3% | -$667K | 8.64% | 3 |
|
|
2020
Q1 | $18.5M | Buy |
322,898
+58,080
| +22% | +$3.33M | 9.55% | 3 |
|
|
2019
Q4 | $15.4M | Buy |
+264,818
| New | +$15.4M | 6.84% | 5 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$11K | – | 208 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 287 |
|