Teamwork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,566
| Closed | -$415K | – | 273 |
|
|
2021
Q2 | $415K | Sell |
7,566
-735
| -9% | -$40.3K | 0.08% | 172 |
|
|
2021
Q1 | $454K | Sell |
8,301
-13,843
| -63% | -$757K | 0.11% | 150 |
|
|
2020
Q4 | $1.22M | Sell |
22,144
-116
| -0.5% | -$6.4K | 0.29% | 70 |
|
|
2020
Q3 | $1.22M | Buy |
22,260
+7,432
| +50% | +$408K | 0.38% | 53 |
|
|
2020
Q2 | $811K | Buy |
+14,828
| New | +$811K | 0.29% | 79 |
|