Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,706
| Closed | -$368K | – | 199 |
|
|
2022
Q1 | $368K | Sell |
6,706
-913
| -12% | -$50.1K | 0.21% | 122 |
|
|
2021
Q4 | $452K | Sell |
7,619
-350
| -4% | -$20.8K | 0.25% | 102 |
|
|
2021
Q3 | $479K | Sell |
7,969
-325
| -4% | -$19.5K | 0.29% | 89 |
|
|
2021
Q2 | $502K | Sell |
8,294
-460
| -5% | -$27.8K | 0.3% | 86 |
|
|
2021
Q1 | $518K | Buy |
8,754
+171
| +2% | +$10.1K | 0.34% | 83 |
|
|
2020
Q4 | $530K | Buy |
8,583
+106
| +1% | +$6.55K | 0.38% | 71 |
|
|
2020
Q3 | $515K | Buy |
8,477
+1,675
| +25% | +$102K | 0.41% | 68 |
|
|
2020
Q2 | $411K | Sell |
6,802
-3,858
| -36% | -$233K | 0.36% | 81 |
|
|
2020
Q1 | $585K | Buy |
10,660
+6,944
| +187% | +$381K | 0.59% | 47 |
|
|
2019
Q4 | $215K | Buy |
+3,716
| New | +$215K | 0.19% | 142 |
|