SCM
Schnieders Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,771
| Closed | -$238K | – | 204 |
|
|
2022
Q4 | $238K | Sell |
4,771
-4,771
| -50% | -$238K | 0.05% | 184 |
|
|
2022
Q3 | $470K | Hold |
9,542
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $482K | Hold |
9,542
| – | – | 0.14% | 111 |
|
|
2022
Q1 | $494K | Hold |
9,542
| – | – | 0.12% | 125 |
|
|
2021
Q4 | $514K | Hold |
9,542
| – | – | 0.12% | 115 |
|
|
2021
Q3 | $521K | Hold |
9,542
| – | – | 0.14% | 110 |
|
|
2021
Q2 | $523K | Hold |
9,542
| – | – | 0.14% | 111 |
|
|
2021
Q1 | $522K | Hold |
9,542
| – | – | 0.16% | 104 |
|
|
2020
Q4 | $526K | Hold |
9,542
| – | – | 0.17% | 94 |
|
|
2020
Q3 | $524K | Hold |
9,542
| – | – | 0.2% | 86 |
|
|
2020
Q2 | $522K | Hold |
9,542
| – | – | 0.21% | 86 |
|
|
2020
Q1 | $500K | Hold |
9,542
| – | – | 0.24% | 77 |
|
|
2019
Q4 | $512K | Buy |
+9,542
| New | +$512K | 0.19% | 102 |
|