SWM
Selective Wealth 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
Q3 | – | Sell |
-4,703
| Closed | -$235K | – | 98 |
|
|
2023
Q2 | $235K | Buy |
+4,703
| New | +$235K | 0.12% | 100 |
|
|
2022
Q4 | $404K | Sell |
7,986
-2,989
| -27% | -$151K | 0.21% | 65 |
|
|
2022
Q3 | $541K | Sell |
10,975
-3,926
| -26% | -$194K | 0.23% | 58 |
|
|
2022
Q2 | $753K | Buy |
14,901
+5,298
| +55% | +$268K | 0.27% | 57 |
|
|
2022
Q1 | $497K | Buy |
9,603
+6,353
| +195% | +$329K | 0.18% | 66 |
|
|
2021
Q4 | $175K | Buy |
3,250
+1,399
| +76% | +$75.3K | 0.07% | 136 |
|
|
2021
Q3 | $101K | Buy |
+1,851
| New | +$101K | 0.05% | 185 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$4K | – | 360 |
|
|
2020
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 323 |
|