Nalls Sherbakoff Group’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
2023
Q4
$6.38M Sell
124,450
-5,660
-4% -$290K 5.68% 3
2023
Q3
$6.48M Buy
130,110
+3,487
+3% +$174K 6.31% 3
2023
Q2
$6.37M Buy
126,623
+3,072
+2% +$155K 6.26% 3
2023
Q1
$6.22M Buy
+123,551
New +$6.22M 6.19% 3
2018
Q4
$5.47M Buy
+105,850
New +$5.47M 8.74% 2