SHJ
Sharkey, Howes & Javer’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-111,477
| Closed | -$6.12M | – | 68 |
|
|
2020
Q1 | $6.12M | Buy |
111,477
+32,911
| +42% | +$1.81M | 3.19% | 8 |
|
|
2019
Q4 | $4.56M | Buy |
78,566
+5,279
| +7% | +$306K | 1.93% | 17 |
|
|
2019
Q3 | $4.25M | Buy |
73,287
+1,286
| +2% | +$74.5K | 1.83% | 19 |
|
|
2019
Q2 | $4.1M | Buy |
72,001
+3,448
| +5% | +$196K | 1.86% | 17 |
|
|
2019
Q1 | $3.78M | Buy |
68,553
+54,965
| +405% | +$3.03M | 1.76% | 17 |
|
|
2018
Q4 | $712K | Buy |
13,588
+3,601
| +36% | +$189K | 0.46% | 24 |
|
|
2018
Q3 | $530K | Buy |
9,987
+957
| +11% | -$428K | 0.28% | 28 |
|
|
2018
Q2 | $959K | Buy |
9,030
+9,016
| +64,400% | +$958K | 0.53% | 16 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 202 |
|