Sugarloaf Wealth 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
2023
Q4
Hold
0
697
2023
Q3
Hold
0
694
2021
Q3
Sell
-1,168
Closed -$64K 765
2021
Q2
$64K Sell
1,168
-32,289
-97% -$1.77M 0.02% 242
2021
Q1
$66 Buy
+33,457
New +$66 0.02% 240