Valeo 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 |
-140
| Closed | -$8K | – | 1044 |
|
|
2021
Q1 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 1336 |
|
|
2020
Q4 | – | Sell |
-257
| Closed | -$14K | – | 1708 |
|
|
2020
Q3 | $14K | Sell |
257
-138
| -35% | -$7.52K | ﹤0.01% | 965 |
|
|
2020
Q2 | $22K | Hold |
395
| – | – | ﹤0.01% | 971 |
|
|
2020
Q1 | $21K | Buy |
395
+138
| +54% | +$7.34K | ﹤0.01% | 850 |
|
|
2019
Q4 | $14K | Sell |
257
-888
| -78% | -$48.4K | ﹤0.01% | 988 |
|
|
2019
Q3 | $61K | Buy |
+1,145
| New | +$61K | 0.01% | 537 |
|