Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-161,544
| Closed | -$7.96M | – | 72 |
|
|
2022
Q3 | $7.96M | Buy |
161,544
+4,913
| +3% | +$242K | 3.32% | 9 |
|
|
2022
Q2 | $7.92M | Buy |
156,631
+5,121
| +3% | +$259K | 3.05% | 11 |
|
|
2022
Q1 | $7.84M | Buy |
151,510
+3,580
| +2% | +$185K | 2.63% | 16 |
|
|
2021
Q4 | $7.97M | Buy |
147,930
+2,781
| +2% | +$150K | 2.58% | 16 |
|
|
2021
Q3 | $7.93M | Buy |
145,149
+4,512
| +3% | +$247K | 2.69% | 15 |
|
|
2021
Q2 | $7.71M | Buy |
140,637
+6,917
| +5% | +$379K | 2.62% | 15 |
|
|
2021
Q1 | $7.31M | Buy |
133,720
+6,066
| +5% | +$332K | 2.65% | 16 |
|
|
2020
Q4 | $7.04M | Buy |
127,654
+10,049
| +9% | +$554K | 2.65% | 14 |
|
|
2020
Q3 | $6.46M | Buy |
117,605
+8,021
| +7% | +$440K | 2.79% | 14 |
|
|
2020
Q2 | $6M | Buy |
109,584
+799
| +0.7% | +$43.7K | 2.81% | 13 |
|
|
2020
Q1 | $5.7M | Buy |
108,785
+15,628
| +17% | +$818K | 2.91% | 13 |
|
|
2019
Q4 | $5M | Buy |
+93,157
| New | +$5M | 2.13% | 18 |
|