Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Sell |
278
-425
| -60% | -$22.9K | ﹤0.01% | 622 |
|
|
2021
Q3 | $38K | Buy |
703
+516
| +276% | +$27.9K | ﹤0.01% | 423 |
|
|
2021
Q2 | $10K | Sell |
187
-101
| -35% | -$5.4K | ﹤0.01% | 701 |
|
|
2021
Q1 | $16K | Buy |
288
+101
| +54% | +$5.61K | ﹤0.01% | 586 |
|
|
2020
Q4 | $10K | Hold |
187
| – | – | ﹤0.01% | 620 |
|
|
2020
Q3 | $10K | Buy |
+187
| New | +$10K | ﹤0.01% | 564 |
|
|
2020
Q2 | – | Sell |
-235
| Closed | -$12K | – | 924 |
|
|
2020
Q1 | $12K | Buy |
+235
| New | +$12K | ﹤0.01% | 525 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$3K | – | 839 |
|
|
2014
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 713 |
|
|
2014
Q2 | $3K | Sell |
50
-352
| -88% | -$21.1K | ﹤0.01% | 749 |
|
|
2014
Q1 | $21K | Buy |
+402
| New | +$21K | 0.01% | 424 |
|