Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,740
| Closed | -$89.2K | – | 1032 |
|
|
2023
Q4 | $89.2K | Hold |
1,740
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $86.7K | Hold |
1,740
| – | – | 0.02% | 193 |
|
|
2023
Q2 | $87.3K | Hold |
1,740
| – | – | 0.02% | 214 |
|
|
2023
Q1 | $87.9K | Hold |
1,740
| – | – | 0.02% | 197 |
|
|
2022
Q4 | $86.7K | Hold |
1,740
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $86K | Hold |
1,740
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $88K | Hold |
1,740
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $90K | Hold |
1,740
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $94K | Hold |
1,740
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $95K | Hold |
1,740
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $95K | Hold |
1,740
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $95K | Hold |
1,740
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $96K | Hold |
1,740
| – | – | 0.03% | 179 |
|
|
2020
Q3 | $96K | Hold |
1,740
| – | – | 0.03% | 182 |
|
|
2020
Q2 | $95K | Hold |
1,740
| – | – | 0.03% | 156 |
|
|
2020
Q1 | $91K | Hold |
1,740
| – | – | 0.04% | 126 |
|
|
2019
Q4 | $93K | Hold |
1,740
| – | – | 0.05% | 169 |
|
|
2019
Q3 | $93K | Hold |
1,740
| – | – | 0.05% | 156 |
|
|
2019
Q2 | $93K | Hold |
1,740
| – | – | 0.06% | 155 |
|
|
2019
Q1 | $92K | Hold |
1,740
| – | – | 0.06% | 152 |
|
|
2018
Q4 | $90K | Buy |
+1,740
| New | +$90K | 0.07% | 151 |
|