TIAM2
Tru Independence Asset Management 2’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,375
| Closed | -$588K | – | 82 |
|
|
2022
Q1 | $588K | Sell |
11,375
-141,384
| -93% | -$7.31M | 0.34% | 40 |
|
|
2021
Q4 | $8.23M | Buy |
152,759
+12,417
| +9% | +$669K | 4.36% | 5 |
|
|
2021
Q3 | $7.67M | Buy |
140,342
+14,487
| +12% | +$792K | 5.44% | 4 |
|
|
2021
Q2 | $6.9M | Buy |
125,855
+27,107
| +27% | +$1.49M | 4.71% | 1 |
|
|
2021
Q1 | $5.4M | Buy |
98,748
+15,842
| +19% | +$866K | 4.27% | 3 |
|
|
2020
Q4 | $4.57M | Buy |
+82,906
| New | +$4.57M | 3.85% | 4 |
|