WDG
Wealth Dimensions Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,910
| Closed | -$202K | – | 131 |
|
|
2022
Q1 | $202K | Hold |
3,910
| – | – | 0.09% | 128 |
|
|
2021
Q4 | $211K | Hold |
3,910
| – | – | 0.1% | 126 |
|
|
2021
Q3 | $214K | Hold |
3,910
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $214K | Hold |
3,910
| – | – | 0.15% | 112 |
|
|
2021
Q1 | $214K | Hold |
3,910
| – | – | 0.17% | 109 |
|
|
2020
Q4 | $216K | Buy |
+3,910
| New | +$216K | 0.19% | 99 |
|