Strategic Wealth Partners 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
Q1 | – | Sell |
-7,266
| Closed | -$392K | – | 61 |
|
|
2021
Q4 | $392K | Buy |
7,266
+772
| +12% | +$41.6K | 0.07% | 48 |
|
|
2021
Q3 | $355K | Buy |
+6,494
| New | +$355K | 0.07% | 50 |
|
|
2021
Q1 | $353K | Sell |
6,462
-361
| -5% | -$19.7K | 0.07% | 49 |
|
|
2020
Q4 | $376K | Buy |
6,823
+30
| +0.4% | +$1.65K | 0.08% | 46 |
|
|
2020
Q3 | $373K | Sell |
6,793
-173
| -2% | -$9.5K | 0.09% | 44 |
|
|
2020
Q2 | $381K | Buy |
+6,966
| New | +$381K | 0.1% | 45 |
|