Summit Financial Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.4M | Buy |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.47M | Buy |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $978K | Buy |
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|
2020
Q2 | $859K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $209K | Buy |
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