San Luis 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
2022
Q2
Sell
-4,537
Closed -$244K 242
2022
Q1
$244K Buy
+4,537
New +$244K 0.12% 134
2021
Q4
Sell
-15,441
Closed -$844K 115
2021
Q3
$844K Buy
+15,441
New +$844K 0.47% 62
2020
Q4
$328K Buy
+5,948
New +$328K 0.21% 109