Shepherd Financial Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $807K | Sell |
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|
2020
Q4 | $992K | Sell |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.26M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q4 | $215K | Sell |
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|
2017
Q3 | $377K | Buy |
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|
2017
Q2 | $243K | Buy |
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