SWM
Selective Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-855
| Closed | -$41K | – | 403 |
|
|
2022
Q3 | $41K | Sell |
855
-226
| -21% | -$10.8K | 0.02% | 315 |
|
|
2022
Q2 | $58K | Buy |
1,081
+747
| +224% | +$40.1K | 0.02% | 297 |
|
|
2022
Q1 | $21K | Hold |
334
| – | – | 0.01% | 435 |
|
|
2021
Q4 | $23K | Hold |
334
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $23K | Hold |
334
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $23K | Hold |
334
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $22K | Hold |
334
| – | – | 0.02% | 186 |
|
|
2020
Q4 | $24K | Hold |
334
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $24K | Hold |
334
| – | – | 0.02% | 138 |
|
|
2020
Q2 | $23K | Buy |
+334
| New | +$23K | 0.02% | 160 |
|