SWM
SigFig Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,040
| Closed | -$258K | – | 123 |
|
|
2024
Q2 | $258K | Buy |
5,040
+262
| +5% | +$13.4K | 0.01% | 117 |
|
|
2024
Q1 | $245K | Buy |
+4,778
| New | +$245K | 0.01% | 122 |
|
|
2023
Q1 | – | Sell |
-4,311
| Closed | -$747K | – | 102 |
|
|
2022
Q4 | $747K | Buy |
+4,311
| New | +$747K | 0.04% | 89 |
|
|
2022
Q2 | – | Sell |
-2,190
| Closed | -$491K | – | 97 |
|
|
2022
Q1 | $491K | Sell |
2,190
-16,203
| -88% | -$3.63M | 0.02% | 80 |
|
|
2021
Q4 | $981K | Sell |
18,393
-32,642
| -64% | -$1.74M | 0.05% | 73 |
|
|
2021
Q3 | $2.79M | Sell |
51,035
-31,379
| -38% | -$1.71M | 0.14% | 48 |
|
|
2021
Q2 | $4.52M | Buy |
82,414
+19,168
| +30% | +$1.05M | 0.24% | 38 |
|
|
2021
Q1 | $3.46M | Buy |
63,246
+27,124
| +75% | +$1.48M | 0.21% | 37 |
|
|
2020
Q4 | $1.99M | Buy |
36,122
+10,233
| +40% | +$565K | 0.14% | 42 |
|
|
2020
Q3 | $1.42M | Buy |
25,889
+10,374
| +67% | +$569K | 0.13% | 42 |
|
|
2020
Q2 | $849K | Buy |
+15,515
| New | +$849K | 0.09% | 46 |
|