Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $249K | Buy |
5,004
+43
| +0.9% | +$2.14K | 0.09% | 87 |
|
|
2023
Q2 | $249K | Sell |
4,961
-967
| -16% | -$48.5K | 0.1% | 85 |
|
|
2023
Q1 | $300K | Sell |
5,928
-76
| -1% | -$3.84K | 0.13% | 75 |
|
|
2022
Q4 | $299K | Hold |
6,004
| – | – | 0.13% | 78 |
|
|
2022
Q3 | $296K | Hold |
6,004
| – | – | 0.16% | 76 |
|
|
2022
Q2 | $304K | Hold |
6,004
| – | – | 0.17% | 75 |
|
|
2022
Q1 | $311K | Hold |
6,004
| – | – | 0.17% | 76 |
|
|
2021
Q4 | $323K | Buy |
+6,004
| New | +$323K | 0.19% | 74 |
|