OPWM
Oakwell Private Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-57,843
| Closed | -$2.81M | – | 62 |
|
|
2023
Q3 | $2.81M | Sell |
57,843
-2,135
| -4% | -$104K | 1.19% | 16 |
|
|
2023
Q2 | $3.03M | Buy |
59,978
+1,905
| +3% | +$96.3K | 1.27% | 16 |
|
|
2023
Q1 | $2.98M | Buy |
58,073
+627
| +1% | +$32.2K | 1.36% | 16 |
|
|
2022
Q4 | $2.84M | Buy |
57,446
+7,882
| +16% | +$390K | 1.36% | 16 |
|
|
2022
Q3 | $2.39M | Sell |
49,564
-2,976
| -6% | -$144K | 1.33% | 18 |
|
|
2022
Q2 | $2.68M | Sell |
52,540
-5,647
| -10% | -$288K | 1.53% | 13 |
|
|
2022
Q1 | $3.19M | Buy |
58,187
+4,247
| +8% | +$233K | 1.61% | 13 |
|
|
2021
Q4 | $3.2M | Buy |
53,940
+466
| +0.9% | +$27.6K | 1.59% | 13 |
|
|
2021
Q3 | $3.21M | Sell |
53,474
-2,477
| -4% | -$149K | 1.74% | 14 |
|
|
2021
Q2 | $3.39M | Buy |
55,951
+11,645
| +26% | +$705K | 2.17% | 12 |
|
|
2021
Q1 | $2.62M | Buy |
44,306
+5,547
| +14% | +$329K | 1.86% | 15 |
|
|
2020
Q4 | $2.4M | Buy |
+38,759
| New | +$2.4M | 1.88% | 15 |
|