Visionary 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
Q4 | – | Sell |
-31,977
| Closed | -$1.56M | – | 477 |
|
|
2023
Q3 | $1.56M | Buy |
+31,977
| New | +$1.56M | 0.13% | 167 |
|
|
2021
Q3 | – | Sell |
-12,337
| Closed | -$747K | – | 337 |
|
|
2021
Q2 | $747K | Buy |
12,337
+7,448
| +152% | +$451K | 0.08% | 161 |
|
|
2021
Q1 | $290K | Buy |
+4,889
| New | +$290K | 0.03% | 260 |
|
|
2020
Q3 | – | Sell |
-15,673
| Closed | -$946K | – | 264 |
|
|
2020
Q2 | $946K | Sell |
15,673
-56,328
| -78% | -$3.4M | 0.14% | 117 |
|
|
2020
Q1 | $3.95M | Buy |
+72,001
| New | +$3.95M | 0.75% | 41 |
|