SFA
Source Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $924K | Sell |
17,248
-1,575
| -8% | -$84.4K | 0.27% | 48 |
|
|
2024
Q2 | $942K | Buy |
18,823
+2,655
| +16% | +$133K | 0.29% | 46 |
|
|
2024
Q1 | $833K | Sell |
16,168
-16,863
| -51% | -$869K | 0.25% | 50 |
|
|
2023
Q4 | $1.74M | Sell |
33,031
-414
| -1% | -$21.8K | 0.54% | 32 |
|
|
2023
Q3 | $1.58M | Buy |
33,445
+16,437
| +97% | +$775K | 0.53% | 38 |
|
|
2023
Q2 | $877K | Buy |
17,008
+9,704
| +133% | +$500K | 0.29% | 54 |
|
|
2023
Q1 | $383K | Sell |
7,304
-1,122
| -13% | -$58.8K | 0.13% | 88 |
|
|
2022
Q4 | $420K | Buy |
+8,426
| New | +$420K | 0.16% | 81 |
|