Regal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73,083
| Closed | -$3.68M | – | 47 |
|
|
2023
Q1 | $3.68M | Sell |
73,083
-30,376
| -29% | -$1.53M | 2.61% | 12 |
|
|
2022
Q4 | $5.15M | Sell |
103,459
-1,061
| -1% | -$52.9K | 3.78% | 8 |
|
|
2022
Q3 | $5.1M | Sell |
104,520
-4,920
| -4% | -$240K | 3.93% | 7 |
|
|
2022
Q2 | $5.53M | Sell |
109,440
-3,787
| -3% | -$191K | 3.99% | 7 |
|
|
2022
Q1 | $5.8M | Sell |
113,227
-3,700
| -3% | -$190K | 3.62% | 8 |
|
|
2021
Q4 | $6.3M | Buy |
116,927
+6,072
| +5% | +$327K | 3.55% | 9 |
|
|
2021
Q3 | $6.06M | Buy |
110,855
+871
| +0.8% | +$47.6K | 3.64% | 10 |
|
|
2021
Q2 | $6.03M | Buy |
+109,984
| New | +$6.03M | 3.56% | 11 |
|