TWA
TCI Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$8K | – | 2405 |
|
|
2022
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1155 |
|
|
2021
Q2 | – | Sell |
-142
| Closed | -$8K | – | 2357 |
|
|
2021
Q1 | $8K | Sell |
142
-275
| -66% | -$15.5K | ﹤0.01% | 964 |
|
|
2020
Q4 | $26K | Buy |
417
+275
| +194% | +$17.1K | 0.01% | 423 |
|
|
2020
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 585 |
|
|
2020
Q2 | $9K | Hold |
142
| – | – | ﹤0.01% | 588 |
|
|
2020
Q1 | $8K | Hold |
142
| – | – | ﹤0.01% | 607 |
|
|
2019
Q4 | $8K | Buy |
+142
| New | +$8K | ﹤0.01% | 747 |
|
|
2019
Q3 | – | Sell |
-194
| Closed | -$11K | – | 1544 |
|
|
2019
Q2 | $11K | Buy |
194
+85
| +78% | +$4.82K | 0.01% | 600 |
|
|
2019
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 733 |
|
|
2018
Q4 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 722 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$8K | – | 1389 |
|
|
2017
Q4 | $8K | Hold |
70
| – | – | ﹤0.01% | 676 |
|
|
2017
Q3 | $8K | Hold |
70
| – | – | ﹤0.01% | 641 |
|
|
2017
Q2 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 637 |
|