Robshaw & Julian Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $800K | Sell |
15,224
-736
| -5% | -$38.7K | 0.57% | 34 |
|
|
2017
Q1 | $840K | Sell |
15,960
-1,970
| -11% | -$104K | 0.61% | 31 |
|
|
2016
Q4 | $941K | Buy |
17,930
+580
| +3% | +$30.4K | 0.7% | 33 |
|
|
2016
Q3 | $917K | Sell |
17,350
-60
| -0.3% | -$3.17K | 0.68% | 34 |
|
|
2016
Q2 | $924K | Buy |
17,410
+2,600
| +18% | +$138K | 0.71% | 35 |
|
|
2016
Q1 | $781K | Sell |
14,810
-380
| -3% | -$20K | 0.59% | 37 |
|
|
2015
Q4 | $794K | Buy |
+15,190
| New | +$794K | 0.61% | 33 |
|