Stewardship Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$25K | – | 99 |
|
|
2020
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 82 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$23K | – | 72 |
|
|
2019
Q4 | $23K | Buy |
+400
| New | +$23K | 0.01% | 77 |
|
|
2017
Q1 | – | Sell |
-5,824
| Closed | -$315K | – | 45 |
|
|
2016
Q4 | $315K | Sell |
5,824
-3,846
| -40% | -$208K | 0.2% | 41 |
|
|
2016
Q3 | $538K | Buy |
9,670
+668
| +7% | +$37.2K | 0.34% | 39 |
|
|
2016
Q2 | $501K | Sell |
9,002
-54,656
| -86% | -$3.04M | 0.34% | 38 |
|
|
2016
Q1 | $3.49M | Sell |
63,658
-1,702
| -3% | -$93.3K | 2.76% | 13 |
|
|
2015
Q4 | $3.51M | Buy |
+65,360
| New | +$3.51M | 2.81% | 10 |
|