Pacific Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,010
| Closed | -$1.8M | – | 26 |
|
|
2023
Q2 | $1.8M | Sell |
35,010
-787
| -2% | -$40.6K | 1.17% | 17 |
|
|
2023
Q1 | $1.88M | Buy |
35,797
+202
| +0.6% | +$10.6K | 1.2% | 18 |
|
|
2022
Q4 | $1.77M | Sell |
35,595
-1,391
| -4% | -$69.3K | 1.3% | 16 |
|
|
2022
Q3 | $1.78M | Buy |
36,986
+22,542
| +156% | +$1.09M | 1.58% | 13 |
|
|
2022
Q2 | $770K | Buy |
14,444
+175
| +1% | +$9.33K | 0.85% | 11 |
|
|
2022
Q1 | $876K | Sell |
14,269
-32,527
| -70% | -$2M | 0.78% | 9 |
|
|
2021
Q4 | $3.26M | Buy |
+46,796
| New | +$3.26M | 2.47% | 8 |
|