Summit Place Financial Advisors’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
2022
Q3
Sell
-5,425
Closed -$274K 90
2022
Q2
$274K Sell
5,425
-300
-5% -$15.2K 0.23% 85
2022
Q1
$296K Buy
+5,725
New +$296K 0.2% 96