SWP
ShoreHaven Wealth Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-41,376
| Closed | -$2.06M | – | 79 |
|
|
2022
Q4 | $2.06M | Sell |
41,376
-111
| -0.3% | -$5.53K | 1.45% | 17 |
|
|
2022
Q3 | $2M | Buy |
41,487
+17,312
| +72% | +$835K | 1.53% | 18 |
|
|
2022
Q2 | $1.29M | Sell |
24,175
-23,543
| -49% | -$1.25M | 0.92% | 29 |
|
|
2022
Q1 | $2.93M | Buy |
+47,718
| New | +$2.93M | 1.55% | 24 |
|