Stone House Investment Management’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
Q4 | – | Sell |
-126,208
| Closed | -$6.92M | – | 43 |
|
|
2021
Q3 | $6.92M | Hold |
126,208
| – | – | 2.7% | 13 |
|
|
2021
Q2 | $6.92M | Buy |
126,208
+13,750
| +12% | +$754K | 2.7% | 13 |
|
|
2021
Q1 | $6.2M | Hold |
112,458
| – | – | 3.13% | 11 |
|
|
2020
Q4 | $6.2M | Buy |
112,458
+5,284
| +5% | +$292K | 3.12% | 11 |
|
|
2020
Q3 | $5.89M | Buy |
107,174
+3,424
| +3% | +$188K | 2.38% | 14 |
|
|
2020
Q2 | $5.68M | Buy |
+103,750
| New | +$5.68M | 2.85% | 11 |
|