TRUE Private Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $2.12M | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $276K | Hold |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $266K | Sell |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $387K | Sell |
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|
2017
Q4 | $998K | Hold |
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|
2017
Q3 | $1.01M | Buy |
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