Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.83K | Buy |
152
+2
| +1% | +$103 | ﹤0.01% | 531 |
|
|
2024
Q3 | $8.04K | Buy |
150
+2
| +1% | +$107 | ﹤0.01% | 524 |
|
|
2024
Q2 | $7.59K | Buy |
148
+2
| +1% | +$103 | ﹤0.01% | 505 |
|
|
2024
Q1 | $7.56K | Buy |
146
+1
| +0.7% | +$52 | ﹤0.01% | 509 |
|
|
2023
Q4 | $7.56K | Buy |
145
+2
| +1% | +$104 | ﹤0.01% | 514 |
|
|
2023
Q3 | $6.98K | Sell |
143
-65
| -31% | -$3.17K | ﹤0.01% | 507 |
|
|
2023
Q2 | $10.5K | Buy |
208
+2
| +1% | +$101 | ﹤0.01% | 469 |
|
|
2023
Q1 | $10.6K | Buy |
206
+1
| +0.5% | +$51 | ﹤0.01% | 465 |
|
|
2022
Q4 | $10.2K | Buy |
205
+2
| +1% | +$99 | ﹤0.01% | 494 |
|
|
2022
Q3 | $10K | Buy |
203
+1
| +0.5% | +$49 | ﹤0.01% | 518 |
|
|
2022
Q2 | $10K | Buy |
202
+2
| +1% | +$99 | ﹤0.01% | 516 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $12K | Sell |
200
-183
| -48% | -$11K | ﹤0.01% | 486 |
|
|
2021
Q3 | $23K | Buy |
383
+2
| +0.5% | +$120 | 0.01% | 397 |
|
|
2021
Q2 | $23K | Sell |
381
-1,883
| -83% | -$114K | 0.01% | 389 |
|
|
2021
Q1 | $72 | Sell |
2,264
-44
| -2% | -$1 | 0.02% | 225 |
|
|
2020
Q4 | $143K | Sell |
2,308
-870
| -27% | -$53.9K | 0.05% | 140 |
|
|
2020
Q3 | $193K | Sell |
3,178
-588
| -16% | -$35.7K | 0.07% | 114 |
|
|
2020
Q2 | $227K | Sell |
3,766
-1,012
| -21% | -$61K | 0.09% | 97 |
|
|
2020
Q1 | $262K | Buy |
+4,778
| New | +$262K | 0.12% | 89 |
|