WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,565
| Closed | -$277K | – | 111 |
|
|
2022
Q4 | $277K | Buy |
5,565
+677
| +14% | +$33.7K | 0.11% | 87 |
|
|
2022
Q3 | $241K | Buy |
4,888
+939
| +24% | +$46.3K | 0.1% | 90 |
|
|
2022
Q2 | $200K | Buy |
+3,949
| New | +$200K | 0.08% | 120 |
|
|
2019
Q1 | – | Sell |
-2,859
| Closed | -$148K | – | 300 |
|
|
2018
Q4 | $148K | Buy |
+2,859
| New | +$148K | 0.13% | 94 |
|