Sargent Bickham Lagudis’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
Q4 | $50.2K | Hold |
1,008
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $50K | Hold |
1,008
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $51K | Sell |
1,008
-1,208
| -55% | -$61.1K | ﹤0.01% | 416 |
|
|
2022
Q1 | $115K | Buy |
2,216
+1,208
| +120% | +$62.7K | 0.01% | 316 |
|
|
2021
Q4 | $54K | Hold |
1,008
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $55K | Hold |
1,008
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $55K | Hold |
1,008
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $55K | Hold |
1,008
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $56K | Hold |
1,008
| – | – | 0.01% | 408 |
|
|
2020
Q3 | $55K | Sell |
1,008
-234
| -19% | -$12.8K | 0.01% | 370 |
|
|
2020
Q2 | $68K | Hold |
1,242
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $65K | Buy |
+1,242
| New | +$65K | 0.01% | 305 |
|
|
2019
Q3 | – | Sell |
-1,008
| Closed | -$54K | – | 743 |
|
|
2019
Q2 | $54K | Hold |
1,008
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $53K | Hold |
1,008
| – | – | 0.01% | 379 |
|
|
2018
Q4 | $52K | Sell |
1,008
-38
| -4% | -$1.96K | 0.01% | 352 |
|
|
2018
Q3 | $54K | Sell |
1,046
-140
| -12% | -$7.23K | 0.01% | 350 |
|
|
2018
Q2 | $61K | Sell |
1,186
-1,282
| -52% | -$65.9K | 0.01% | 331 |
|
|
2018
Q1 | $128K | Sell |
2,468
-288
| -10% | -$14.9K | 0.02% | 248 |
|
|
2017
Q4 | $144K | Sell |
2,756
-1,858
| -40% | -$97.1K | 0.02% | 248 |
|
|
2017
Q3 | $243K | Sell |
4,614
-92
| -2% | -$4.85K | 0.03% | 198 |
|
|
2017
Q2 | $248K | Sell |
4,706
-30
| -0.6% | -$1.58K | 0.03% | 190 |
|
|
2017
Q1 | $249K | Sell |
4,736
-58
| -1% | -$3.05K | 0.03% | 190 |
|
|
2016
Q4 | $252K | Sell |
4,794
-392
| -8% | -$20.6K | 0.04% | 178 |
|
|
2016
Q3 | $274 | Sell |
5,186
-1,798
| -26% | -$95 | 0.04% | 174 |
|
|
2016
Q2 | $370K | Sell |
6,984
-760
| -10% | -$40.3K | 0.06% | 150 |
|
|
2016
Q1 | $408K | Buy |
+7,744
| New | +$408K | 0.07% | 145 |
|