Mutual Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,778
| Closed | -$246K | – | 1013 |
|
2023
Q2 | $246K | Buy |
+4,778
| New | +$246K | 0.01% | 873 |
|
2022
Q1 | – | Sell |
-5,658
| Closed | -$394K | – | 900 |
|
2021
Q4 | $394K | Sell |
5,658
-3,681
| -39% | -$256K | 0.02% | 647 |
|
2021
Q3 | $647K | Sell |
9,339
-3,464
| -27% | -$240K | 0.04% | 475 |
|
2021
Q2 | $899K | Buy |
12,803
+2,091
| +20% | +$147K | 0.05% | 377 |
|
2021
Q1 | $714K | Buy |
+10,712
| New | +$714K | 0.05% | 400 |
|