Patriot 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
2018
Q4
$3.22M Buy
61,463
+5,224
+9% +$274K 0.47% 58
2018
Q3
$2.99M Sell
56,239
-2,437
-4% -$129K 0.38% 60
2018
Q2
$3.12M Buy
58,676
+2,576
+5% +$137K 0.43% 60
2018
Q1
$3.01M Buy
56,100
+3,534
+7% +$189K 0.43% 63
2017
Q4
$2.87M Buy
+52,566
New +$2.87M 0.41% 66