Southern Capital Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-201,643
| Closed | -$4.71M | – | 75 |
|
|
2023
Q1 | $4.71M | Buy |
201,643
+1,437
| +0.7% | +$33.6K | 3.49% | 6 |
|
|
2022
Q4 | $4.65M | Sell |
200,206
-5,917
| -3% | -$137K | 3.6% | 5 |
|
|
2022
Q3 | $4.63M | Buy |
206,123
+4,292
| +2% | +$96.3K | 3.78% | 7 |
|
|
2022
Q2 | $4.66M | Buy |
201,831
+3,550
| +2% | +$81.9K | 3.69% | 7 |
|
|
2022
Q1 | $4.78M | Buy |
198,281
+90,873
| +85% | +$2.19M | 3.27% | 7 |
|
|
2021
Q4 | $2.67M | Buy |
+107,408
| New | +$2.67M | 1.65% | 18 |
|