Omega Financial 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
Q2 | – | Sell |
-8,779
| Closed | -$444K | – | 82 |
|
|
2023
Q1 | $444K | Sell |
8,779
-7,117
| -45% | -$360K | 0.2% | 64 |
|
|
2022
Q4 | $792K | Hold |
15,896
| – | – | 0.41% | 50 |
|
|
2022
Q3 | $783K | Hold |
15,896
| – | – | 0.4% | 47 |
|
|
2022
Q2 | $804K | Hold |
15,896
| – | – | 0.39% | 49 |
|
|
2022
Q1 | $822K | Buy |
+15,896
| New | +$822K | 0.36% | 43 |
|