Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-31,775
| Closed | -$1.57M | – | 245 |
|
|
2022
Q3 | $1.57M | Sell |
31,775
-2,281
| -7% | -$112K | 0.98% | 21 |
|
|
2022
Q2 | $1.72M | Sell |
34,056
-9,364
| -22% | -$473K | 0.89% | 23 |
|
|
2022
Q1 | $2.25M | Sell |
43,420
-2,400
| -5% | -$124K | 1.23% | 17 |
|
|
2021
Q4 | $2.47M | Sell |
45,820
-1,070
| -2% | -$57.7K | 1.12% | 18 |
|
|
2021
Q3 | $2.56M | Sell |
46,890
-800
| -2% | -$43.7K | 1.22% | 16 |
|
|
2021
Q2 | $2.61M | Sell |
47,690
-2,150
| -4% | -$118K | 1.46% | 14 |
|
|
2021
Q1 | $2.73M | Sell |
49,840
-1,450
| -3% | -$79.3K | 1.57% | 13 |
|
|
2020
Q4 | $2.83M | Buy |
+51,290
| New | +$2.83M | 1.97% | 11 |
|