Outlook Wealth Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,916
| Closed | -$267K | – | 184 |
|
|
2022
Q3 | $267K | Sell |
11,916
-311
| -3% | -$6.97K | 0.12% | 152 |
|
|
2022
Q2 | $282K | Sell |
12,227
-818
| -6% | -$18.9K | 0.12% | 154 |
|
|
2022
Q1 | $314K | Sell |
13,045
-79
| -0.6% | -$1.9K | 0.11% | 156 |
|
|
2021
Q4 | $326K | Sell |
13,124
-782
| -6% | -$19.4K | 0.1% | 161 |
|
|
2021
Q3 | $350K | Sell |
13,906
-1,313
| -9% | -$33K | 0.11% | 166 |
|
|
2021
Q2 | $386K | Buy |
+15,219
| New | +$386K | 0.12% | 165 |
|