Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,129
| Closed | -$58K | – | 777 |
|
|
2023
Q4 | $58K | Buy |
1,129
+4
| +0.4% | +$205 | 0.01% | 590 |
|
|
2023
Q3 | $56K | Buy |
1,125
+4
| +0.4% | +$199 | 0.01% | 575 |
|
|
2023
Q2 | $56K | Sell |
1,121
-213
| -16% | -$10.6K | 0.01% | 594 |
|
|
2023
Q1 | $67K | Buy |
1,334
+218
| +20% | +$10.9K | 0.01% | 541 |
|
|
2022
Q4 | $56K | Buy |
1,116
+3
| +0.3% | +$151 | 0.01% | 503 |
|
|
2022
Q3 | $55K | Sell |
1,113
-73
| -6% | -$3.61K | 0.01% | 483 |
|
|
2022
Q2 | $60K | Buy |
1,186
+76
| +7% | +$3.85K | 0.01% | 432 |
|
|
2022
Q1 | $57K | Sell |
1,110
-570
| -34% | -$29.3K | 0.01% | 482 |
|
|
2021
Q4 | $91K | Sell |
1,680
-36,776
| -96% | -$1.99M | 0.01% | 421 |
|
|
2021
Q3 | $2.1M | Sell |
38,456
-32,430
| -46% | -$1.77M | 0.3% | 81 |
|
|
2021
Q2 | $3.89M | Buy |
70,886
+20,257
| +40% | +$1.11M | 0.58% | 49 |
|
|
2021
Q1 | $2.77M | Buy |
50,629
+13,399
| +36% | +$733K | 0.48% | 66 |
|
|
2020
Q4 | $2.05M | Buy |
+37,230
| New | +$2.05M | 0.4% | 62 |
|