SSWG
Seven Springs Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-167,829
| Closed | -$9.04M | – | 69 |
|
|
2021
Q4 | $9.04M | Sell |
167,829
-30,351
| -15% | -$1.64M | 4.13% | 6 |
|
|
2021
Q3 | $10.8M | Sell |
198,180
-191,312
| -49% | -$10.5M | 5.31% | 4 |
|
|
2021
Q2 | $21.3M | Sell |
389,492
-12,904
| -3% | -$707K | 9.24% | 3 |
|
|
2021
Q1 | $22M | Sell |
402,396
-15,489
| -4% | -$847K | 10.37% | 3 |
|
|
2020
Q4 | $23.1M | Buy |
417,885
+408,819
| +4,509% | +$22.6M | 11.92% | 2 |
|
|
2020
Q3 | $498K | Buy |
9,066
+237
| +3% | +$13K | 0.31% | 30 |
|
|
2020
Q2 | $483K | Sell |
8,829
-92
| -1% | -$5.03K | 0.31% | 25 |
|
|
2020
Q1 | $467K | Buy |
+8,921
| New | +$467K | 0.33% | 25 |
|