SWM
SigFig Wealth Management’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 |
-4,559
| Closed | -$250K | – | 64 |
|
|
2020
Q1 | $250K | Buy |
+4,559
| New | +$250K | 0.03% | 51 |
|
|
2018
Q3 | – | Sell |
-110,816
| Closed | -$11.8M | – | 44 |
|
|
2018
Q2 | $11.8M | Buy |
110,816
+39,427
| +55% | +$4.19M | 3.03% | 14 |
|
|
2018
Q1 | $0 | Buy |
71,389
+48,762
| +216% | – | ﹤0.01% | 35 |
|
|
2017
Q4 | $2.47M | Buy |
+22,627
| New | +$2.47M | 1.18% | 21 |
|