SMA
Simply Money Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $33K | Sell |
304
-694,282
| -100% | -$75.4M | ﹤0.01% | 32 |
|
|
2017
Q4 | $75.9M | Buy |
694,586
+2,629
| +0.4% | +$287K | 9.8% | 3 |
|
|
2017
Q3 | $76.2M | Buy |
691,957
+2,435
| +0.4% | +$268K | 10.09% | 3 |
|
|
2017
Q2 | $75.7M | Sell |
689,522
-9,686
| -1% | -$1.06M | 10.32% | 3 |
|
|
2017
Q1 | $76.2M | Sell |
699,208
-22,747
| -3% | -$2.48M | 10.66% | 3 |
|
|
2016
Q4 | $78.1M | Buy |
721,955
+68,785
| +11% | +$7.44M | 11.25% | 3 |
|
|
2016
Q3 | $72.7M | Sell |
653,170
-32,902
| -5% | -$3.66M | 11.19% | 2 |
|
|
2016
Q2 | $76.3M | Sell |
686,072
-35,929
| -5% | -$4M | 11.75% | 2 |
|
|
2016
Q1 | $79.2M | Sell |
722,001
-19,247
| -3% | -$2.11M | 12.07% | 1 |
|
|
2015
Q4 | $79.5M | Sell |
741,248
-5,177
| -0.7% | -$555K | 11.96% | 2 |
|
|
2015
Q3 | $81.1M | Sell |
746,425
-2,737
| -0.4% | -$297K | 12.51% | 2 |
|
|
2015
Q2 | $81.6M | Buy |
749,162
+5,497
| +0.7% | +$598K | 12% | 2 |
|
|
2015
Q1 | $82.3M | Sell |
743,665
-8,987
| -1% | -$995K | 11.91% | 2 |
|
|
2014
Q4 | $82.3M | Sell |
752,652
-14,917
| -2% | -$1.63M | 12.18% | 2 |
|
|
2014
Q3 | $83.9M | Buy |
767,569
+150,674
| +24% | +$16.5M | 12.78% | 1 |
|
|
2014
Q2 | $68M | Sell |
616,895
-7,428
| -1% | -$818K | 10.34% | 2 |
|
|
2014
Q1 | $68.1M | Sell |
624,323
-17,295
| -3% | -$1.89M | 10.58% | 2 |
|
|
2013
Q4 | $69.2M | Sell |
641,618
-191,424
| -23% | -$20.7M | 11.64% | 2 |
|
|
2013
Q3 | $89.9M | Buy |
833,042
+122,243
| +17% | +$13.2M | 15.3% | 1 |
|
|
2013
Q2 | $76.6M | Buy |
+710,799
| New | +$76.6M | 13.65% | 3 |
|