Oxinas Partners Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,015
| Closed | -$205K | – | 94 |
|
2022
Q2 | $205K | Sell |
4,015
-1,820
| -31% | -$92.9K | 0.16% | 96 |
|
2022
Q1 | $320K | Sell |
5,835
-183
| -3% | -$10K | 0.2% | 81 |
|
2021
Q4 | $357K | Buy |
6,018
+225
| +4% | +$13.3K | 0.2% | 101 |
|
2021
Q3 | $348K | Sell |
5,793
-110
| -2% | -$6.61K | 0.2% | 107 |
|
2021
Q2 | $357K | Sell |
5,903
-37
| -0.6% | -$2.24K | 0.2% | 107 |
|
2021
Q1 | $352K | Sell |
5,940
-41
| -0.7% | -$2.43K | 0.22% | 100 |
|
2020
Q4 | $370K | Buy |
+5,981
| New | +$370K | 0.27% | 83 |
|