Summit Place Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,850
| Closed | -$421K | – | 105 |
|
|
2022
Q1 | $421K | Sell |
6,850
-450
| -6% | -$27.7K | 0.28% | 84 |
|
|
2021
Q4 | $508K | Sell |
7,300
-150
| -2% | -$10.4K | 0.35% | 75 |
|
|
2021
Q3 | $516K | Buy |
7,450
+850
| +13% | +$58.9K | 0.38% | 69 |
|
|
2021
Q2 | $463K | Sell |
6,600
-2,525
| -28% | -$177K | 0.34% | 77 |
|
|
2021
Q1 | $608K | Buy |
+9,125
| New | +$608K | 0.49% | 66 |
|