Oak Harbor Wealth Partners’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 | – | Sell |
-33,625
| Closed | -$1.68M | – | 233 |
|
|
2023
Q3 | $1.68M | Hold |
33,625
| – | – | 0.59% | 51 |
|
|
2023
Q2 | $1.69M | Hold |
33,625
| – | – | 0.58% | 47 |
|
|
2023
Q1 | $1.7M | Hold |
33,625
| – | – | 0.62% | 45 |
|
|
2022
Q4 | $1.68M | Hold |
33,625
| – | – | 0.64% | 45 |
|
|
2022
Q3 | $1.66M | Hold |
33,625
| – | – | 0.65% | 44 |
|
|
2022
Q2 | $1.7M | Hold |
33,625
| – | – | 0.68% | 44 |
|
|
2022
Q1 | $1.74M | Hold |
33,625
| – | – | 0.57% | 49 |
|
|
2021
Q4 | $1.81M | Buy |
+33,625
| New | +$1.81M | 0.62% | 47 |
|