Ten Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.89M | Buy |
37,735
+160
| +0.4% | +$8.03K | 0.55% | 25 |
|
|
2023
Q1 | $1.9M | Buy |
37,575
+3,754
| +11% | +$190K | 0.62% | 24 |
|
|
2022
Q4 | $1.68M | Sell |
33,821
-1,864
| -5% | -$92.9K | 0.68% | 26 |
|
|
2022
Q3 | $1.76M | Sell |
35,685
-8,452
| -19% | -$417K | 0.8% | 25 |
|
|
2022
Q2 | $2.23M | Sell |
44,137
-1,835
| -4% | -$92.8K | 0.97% | 23 |
|
|
2022
Q1 | $2.38M | Buy |
45,972
+8,498
| +23% | +$440K | 0.99% | 22 |
|
|
2021
Q4 | $2.02M | Buy |
37,474
+6,409
| +21% | +$345K | 0.82% | 24 |
|
|
2021
Q3 | $1.7M | Sell |
31,065
-160,570
| -84% | -$8.77M | 0.79% | 24 |
|
|
2021
Q2 | $10.5M | Buy |
191,635
+59,014
| +44% | +$3.23M | 2.38% | 13 |
|
|
2021
Q1 | $7.25M | Buy |
132,621
+122,810
| +1,252% | +$6.71M | 1.77% | 16 |
|
|
2020
Q4 | $541K | Buy |
+9,811
| New | +$541K | 0.15% | 80 |
|