Smith Shellnut Wilson’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-277
| Closed | -$15K | – | 167 |
|
|
2021
Q2 | $15K | Buy |
277
+207
| +296% | +$11.2K | 0.01% | 147 |
|
|
2021
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 153 |
|
|
2020
Q4 | $4K | Buy |
70
+66
| +1,650% | +$3.77K | ﹤0.01% | 146 |
|
|
2020
Q3 | $70 | Sell |
4
-66
| -94% | -$1.16K | 0.03% | 132 |
|
|
2020
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 128 |
|
|
2020
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 120 |
|
|
2019
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 135 |
|
|
2019
Q3 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 128 |
|