SHJ
Sharkey, Howes & Javer’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 |
-6,233
| Closed | -$311K | – | 98 |
|
|
2022
Q4 | $311K | Buy |
6,233
+871
| +16% | +$43.4K | 0.07% | 81 |
|
|
2022
Q3 | $264K | Sell |
5,362
-1,488
| -22% | -$73.3K | 0.06% | 96 |
|
|
2022
Q2 | $346K | Sell |
6,850
-343
| -5% | -$17.3K | 0.08% | 68 |
|
|
2022
Q1 | $372K | Sell |
7,193
-7,147
| -50% | -$370K | 0.09% | 60 |
|
|
2021
Q4 | $773K | Sell |
14,340
-127,832
| -90% | -$6.89M | 0.17% | 52 |
|
|
2021
Q3 | $7.77M | Sell |
142,172
-150,086
| -51% | -$8.2M | 2.01% | 16 |
|
|
2021
Q2 | $16M | Buy |
292,258
+45,077
| +18% | +$2.47M | 4.25% | 6 |
|
|
2021
Q1 | $13.5M | Buy |
247,181
+92,555
| +60% | +$5.06M | 4.23% | 6 |
|
|
2020
Q4 | $8.53M | Buy |
154,626
+10,505
| +7% | +$580K | 2.85% | 11 |
|
|
2020
Q3 | $7.91M | Buy |
144,121
+20,466
| +17% | +$1.12M | 3.01% | 11 |
|
|
2020
Q2 | $6.77M | Buy |
+123,655
| New | +$6.77M | 2.99% | 11 |
|
|
2015
Q2 | – | Sell |
-1,382
| Closed | -$146K | – | 214 |
|
|
2015
Q1 | $146K | Buy |
+1,382
| New | +$146K | 0.09% | 52 |
|