SMA
Simply Money Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-170,607
| Closed | -$17.9M | – | 30 |
|
|
2016
Q4 | $17.9M | Buy |
170,607
+66,455
| +64% | +$6.97M | 2.58% | 12 |
|
|
2016
Q3 | $11M | Sell |
104,152
-117,786
| -53% | -$12.5M | 1.7% | 16 |
|
|
2016
Q2 | $23.5M | Buy |
221,938
+96,089
| +76% | +$10.2M | 3.62% | 13 |
|
|
2016
Q1 | $13.3M | Buy |
125,849
+1,069
| +0.9% | +$113K | 2.02% | 18 |
|
|
2015
Q4 | $13.1M | Buy |
124,780
+44
| +0% | +$4.6K | 1.96% | 16 |
|
|
2015
Q3 | $13.1M | Buy |
+124,736
| New | +$13.1M | 2.02% | 18 |
|
|
2014
Q3 | – | Sell |
-202,452
| Closed | -$21.4M | – | 26 |
|
|
2014
Q2 | $21.4M | Sell |
202,452
-17,321
| -8% | -$1.83M | 3.25% | 13 |
|
|
2014
Q1 | $23.2M | Sell |
219,773
-720
| -0.3% | -$75.9K | 3.6% | 14 |
|
|
2013
Q4 | $23.3M | Buy |
220,493
+5,238
| +2% | +$552K | 3.91% | 13 |
|
|
2013
Q3 | $22.7M | Sell |
215,255
-12,611
| -6% | -$1.33M | 3.86% | 12 |
|
|
2013
Q2 | $23.9M | Buy |
+227,866
| New | +$23.9M | 4.27% | 10 |
|