Patriot Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$8.76M Buy
169,606
+1,630
+1% +$84.2K 1.28% 28
2018
Q3
$8.71M Sell
167,976
-13,024
-7% -$675K 1.1% 36
2018
Q2
$9.39M Sell
181,000
-26,916
-13% -$1.4M 1.29% 22
2018
Q1
$10.8M Sell
207,916
-58,392
-22% -$3.03M 1.54% 17
2017
Q4
$13.9M Buy
+266,308
New +$13.9M 1.97% 7