Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-196
| Closed | -$10K | – | 518 |
|
|
2018
Q3 | $10K | Buy |
+196
| New | +$10K | ﹤0.01% | 462 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$10K | – | 670 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 532 |
|
|
2016
Q2 | – | Sell |
-130
| Closed | -$7K | – | 499 |
|
|
2016
Q1 | $7K | Hold |
130
| – | – | ﹤0.01% | 342 |
|
|
2015
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 354 |
|
|
2015
Q3 | $7K | Sell |
130
-38
| -23% | -$2.05K | ﹤0.01% | 356 |
|
|
2015
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 258 |
|
|
2015
Q1 | $9K | Buy |
+168
| New | +$9K | ﹤0.01% | 259 |
|