Snider Financial Group’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
2022
Q3
Sell
-3,989
Closed -$202K 60
2022
Q2
$202K Buy
3,989
+3
+0.1% +$152 0.11% 52
2022
Q1
$206K Sell
3,986
-5,004
-56% -$259K 0.09% 63
2021
Q4
$484K Sell
8,990
-91
-1% -$4.9K 0.21% 45
2021
Q3
$493K Sell
9,081
-155,852
-94% -$8.46M 0.21% 45
2021
Q2
$9.03M Buy
+164,933
New +$9.03M 4.25% 6