US 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-48,193
| Closed | -$2.64M | – | 98 |
|
2021
Q1 | $2.64M | Buy |
48,193
+6,177
| +15% | +$338K | 0.73% | 34 |
|
2020
Q4 | $2.32M | Buy |
+42,016
| New | +$2.32M | 0.7% | 32 |
|
2016
Q2 | – | Sell |
-158
| Closed | -$8K | – | 189 |
|
2016
Q1 | $8K | Buy |
+158
| New | +$8K | 0.01% | 231 |
|
2015
Q1 | – | Sell |
-196
| Closed | -$10K | – | 380 |
|
2014
Q4 | $10K | Buy |
+196
| New | +$10K | 0.01% | 239 |
|