V Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,940
| Closed | -$356K | – | 392 |
|
|
2023
Q1 | $356K | Buy |
+6,940
| New | +$356K | 0.07% | 251 |
|
|
2022
Q3 | – | Sell |
-4,442
| Closed | -$227K | – | 387 |
|
|
2022
Q2 | $227K | Sell |
4,442
-91
| -2% | -$4.65K | 0.04% | 360 |
|
|
2022
Q1 | $249K | Sell |
4,533
-36
| -0.8% | -$1.98K | 0.04% | 381 |
|
|
2021
Q4 | $271K | Sell |
4,569
-73
| -2% | -$4.33K | 0.04% | 371 |
|
|
2021
Q3 | $279K | Buy |
+4,642
| New | +$279K | 0.04% | 369 |
|
|
2020
Q2 | – | Sell |
-9,082
| Closed | -$499K | – | 360 |
|
|
2020
Q1 | $499K | Buy |
9,082
+1,876
| +26% | +$103K | 0.16% | 151 |
|
|
2019
Q4 | $417K | Hold |
7,206
| – | – | 0.15% | 160 |
|
|
2019
Q3 | $417K | Buy |
7,206
+680
| +10% | +$39.4K | 0.15% | 161 |
|
|
2019
Q2 | $373K | Buy |
+6,526
| New | +$373K | 0.14% | 167 |
|
|
2017
Q3 | – | Sell |
-822
| Closed | -$45K | – | 440 |
|
|
2017
Q2 | $45K | Buy |
+822
| New | +$45K | 0.02% | 331 |
|