MCIA
Mountain Capital Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25,115
| Closed | -$1.37M | – | 123 |
|
|
2021
Q3 | $1.37M | Sell |
25,115
-44,688
| -64% | -$2.43M | 0.72% | 36 |
|
|
2021
Q2 | $3.83M | Buy |
69,803
+4,168
| +6% | +$229K | 1.77% | 13 |
|
|
2021
Q1 | $3.59M | Sell |
65,635
-5,194
| -7% | -$284K | 1.8% | 10 |
|
|
2020
Q4 | $3.9M | Sell |
70,829
-8,642
| -11% | -$476K | 2.35% | 6 |
|
|
2020
Q3 | $4.37M | Buy |
79,471
+59,285
| +294% | +$3.26M | 2.82% | 5 |
|
|
2020
Q2 | $1.1M | Buy |
+20,186
| New | +$1.1M | 0.51% | 23 |
|