Sunflower Bank 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $8.8M | Buy |
160,260
+4,755
| +3% | +$261K | 2.95% | 7 |
|
2020
Q2 | $8.51M | Buy |
155,505
+95
| +0.1% | +$5.2K | 2.86% | 8 |
|
2020
Q1 | $8.14M | Sell |
155,410
-4,060
| -3% | -$213K | 3.09% | 8 |
|
2019
Q4 | $8.55M | Sell |
159,470
-3,830
| -2% | -$205K | 2.62% | 9 |
|
2019
Q3 | $8.76M | Buy |
163,300
+135
| +0.1% | +$7.25K | 2.8% | 7 |
|
2019
Q2 | $8.72M | Buy |
163,165
+1,094
| +0.7% | +$58.5K | 2.81% | 8 |
|
2019
Q1 | $8.56M | Buy |
162,071
+3,864
| +2% | +$204K | 2.58% | 7 |
|
2018
Q4 | $8.17M | Sell |
158,207
-9,010
| -5% | -$465K | 2.62% | 7 |
|
2018
Q3 | $8.67M | Sell |
167,217
-25,865
| -13% | -$1.34M | 2.44% | 10 |
|
2018
Q2 | $10M | Sell |
193,082
-4,420
| -2% | -$229K | 2.93% | 7 |
|
2018
Q1 | $10.3M | Sell |
197,502
-1,800
| -0.9% | -$93.4K | 2.83% | 6 |
|
2017
Q4 | $10.4M | Buy |
+199,302
| New | +$10.4M | 2.81% | 6 |
|