TPWA
TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,442
| Closed | -$384K | – | 286 |
|
|
2024
Q1 | $384K | Sell |
7,442
-1,477
| -17% | -$76.2K | 0.04% | 202 |
|
|
2023
Q4 | $464K | Sell |
8,919
-136
| -2% | -$7.07K | 0.06% | 163 |
|
|
2023
Q3 | $441K | Buy |
+9,055
| New | +$441K | 0.06% | 153 |
|
|
2022
Q1 | – | Sell |
-28,062
| Closed | -$1.66M | – | 253 |
|
|
2021
Q4 | $1.66M | Sell |
28,062
-16,096
| -36% | -$954K | 0.24% | 69 |
|
|
2021
Q3 | $2.65M | Buy |
44,158
+15,275
| +53% | +$917K | 0.39% | 52 |
|
|
2021
Q2 | $1.75M | Sell |
28,883
-559,113
| -95% | -$33.8M | 0.26% | 63 |
|
|
2021
Q1 | $34.8M | Buy |
587,996
+163,824
| +39% | +$9.7M | 5.63% | 3 |
|
|
2020
Q4 | $26.2M | Sell |
424,172
-4,263
| -1% | -$263K | 4.39% | 4 |
|
|
2020
Q3 | $26.1M | Buy |
+428,435
| New | +$26.1M | 4.45% | 4 |
|
|
2020
Q2 | – | Sell |
-30,325
| Closed | -$1.67M | – | 713 |
|
|
2020
Q1 | $1.67M | Buy |
+30,325
| New | +$1.67M | 0.35% | 50 |
|