TSA
Tri-Star 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $392K | Hold |
8,048
| – | – | 6.63% | 10 |
|
|
2023
Q2 | $407K | Hold |
8,048
| – | – | 6.15% | 12 |
|
|
2023
Q1 | $413K | Buy |
+8,048
| New | +$413K | 6.05% | 11 |
|
|
2022
Q4 | – | Sell |
-8,048
| Closed | -$388K | – | 47 |
|
|
2022
Q3 | $388K | Hold |
8,048
| – | – | 0.2% | 44 |
|
|
2022
Q2 | $414K | Hold |
8,048
| – | – | 0.2% | 43 |
|
|
2022
Q1 | $422K | Hold |
8,048
| – | – | 0.19% | 41 |
|
|
2021
Q4 | $470K | Hold |
8,048
| – | – | 0.2% | 38 |
|
|
2021
Q3 | $483K | Hold |
8,048
| – | – | 0.21% | 37 |
|
|
2021
Q2 | $487K | Buy |
+8,048
| New | +$487K | 0.22% | 37 |
|