Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-268
| Closed | -$14K | – | 1113 |
|
|
2022
Q2 | $14K | Sell |
268
-7
| -3% | -$366 | ﹤0.01% | 1132 |
|
|
2022
Q1 | $17K | Sell |
275
-434
| -61% | -$26.8K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $49K | Sell |
709
-632
| -47% | -$43.7K | 0.01% | 868 |
|
|
2021
Q3 | $93K | Sell |
1,341
-4,733
| -78% | -$328K | 0.02% | 677 |
|
|
2021
Q2 | $426K | Sell |
6,074
-5,308
| -47% | -$372K | 0.08% | 260 |
|
|
2021
Q1 | $759K | Buy |
+11,382
| New | +$759K | 0.17% | 136 |
|
|
2018
Q2 | – | Sell |
-451
| Closed | -$27K | – | 738 |
|
|
2018
Q1 | $27K | Sell |
451
-134
| -23% | -$8.02K | 0.02% | 412 |
|
|
2017
Q4 | $38K | Buy |
585
+251
| +75% | +$16.3K | 0.03% | 335 |
|
|
2017
Q3 | $21K | Buy |
334
+72
| +27% | +$4.53K | 0.02% | 394 |
|
|
2017
Q2 | $16K | Buy |
262
+76
| +41% | +$4.64K | 0.02% | 430 |
|
|
2017
Q1 | $11K | Buy |
+186
| New | +$11K | 0.01% | 476 |
|