OWA
Outlook Wealth Advisors’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 |
-12,170
| Closed | -$592K | – | 259 |
|
|
2023
Q3 | $592K | Sell |
12,170
-132
| -1% | -$6.42K | 0.23% | 109 |
|
|
2023
Q2 | $622K | Buy |
+12,302
| New | +$622K | 0.24% | 111 |
|
|
2021
Q4 | – | Sell |
-85,840
| Closed | -$5.16M | – | 216 |
|
|
2021
Q3 | $5.16M | Buy |
85,840
+2,408
| +3% | +$145K | 1.69% | 12 |
|
|
2021
Q2 | $5.05M | Sell |
83,432
-3,526
| -4% | -$213K | 1.61% | 12 |
|
|
2021
Q1 | $5.15M | Buy |
86,958
+58,288
| +203% | +$3.45M | 1.79% | 15 |
|
|
2020
Q4 | $1.77M | Sell |
28,670
-4,000
| -12% | -$247K | 0.65% | 38 |
|
|
2020
Q3 | $1.99M | Buy |
32,670
+2,229
| +7% | +$136K | 0.79% | 28 |
|
|
2020
Q2 | $1.84M | Sell |
30,441
-36,220
| -54% | -$2.19M | 0.78% | 33 |
|
|
2020
Q1 | $3.66M | Buy |
+66,661
| New | +$3.66M | 2.07% | 10 |
|