Surevest’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $330K | Sell |
6,835
-754
| -10% | -$36.4K | 0.09% | 121 |
|
|
2022
Q2 | $387K | Sell |
7,589
-1,537
| -17% | -$78.4K | 0.1% | 116 |
|
|
2022
Q1 | $501K | Sell |
9,126
-36,498
| -80% | -$2M | 0.12% | 114 |
|
|
2021
Q4 | $2.7M | Sell |
45,624
-445
| -1% | -$26.4K | 0.64% | 66 |
|
|
2021
Q3 | $2.77M | Buy |
46,069
+1,623
| +4% | +$97.5K | 0.7% | 64 |
|
|
2021
Q2 | $2.69M | Buy |
44,446
+807
| +2% | +$48.8K | 0.7% | 66 |
|
|
2021
Q1 | $2.59M | Buy |
43,639
+189
| +0.4% | +$11.2K | 0.78% | 64 |
|
|
2020
Q4 | $2.69M | Buy |
43,450
+2,650
| +6% | +$164K | 0.9% | 59 |
|
|
2020
Q3 | $2.48M | Sell |
40,800
-1,351
| -3% | -$82.2K | 0.98% | 57 |
|
|
2020
Q2 | $2.55M | Buy |
42,151
+2,512
| +6% | +$152K | 1.13% | 56 |
|
|
2020
Q1 | $2.18M | Buy |
39,639
+35,123
| +778% | +$1.93M | 1.18% | 54 |
|
|
2019
Q4 | $262K | Buy |
+4,516
| New | +$262K | 0.11% | 124 |
|