Truepoint Inc’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,200
| Closed | -$249K | – | 104 |
|
|
2017
Q1 | $249K | Hold |
4,200
| – | – | 0.03% | 84 |
|
|
2016
Q4 | $248K | Buy |
4,200
+800
| +24% | +$47.2K | 0.03% | 78 |
|
|
2016
Q3 | $215K | Sell |
3,400
-3,000
| -47% | -$190K | 0.03% | 71 |
|
|
2016
Q2 | $401K | Hold |
6,400
| – | – | 0.05% | 54 |
|
|
2016
Q1 | $379K | Buy |
6,400
+1,000
| +19% | +$59.2K | 0.05% | 55 |
|
|
2015
Q4 | $301K | Buy |
+5,400
| New | +$301K | 0.04% | 53 |
|