WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,976
| Closed | -$120K | – | 336 |
|
|
2020
Q3 | $120K | Sell |
1,976
-589
| -23% | -$35.8K | 0.04% | 270 |
|
|
2020
Q2 | $155K | Sell |
2,565
-16,381
| -86% | -$990K | 0.07% | 208 |
|
|
2020
Q1 | $1.04M | Buy |
18,946
+1,893
| +11% | +$104K | 0.64% | 36 |
|
|
2019
Q4 | $989K | Buy |
17,053
+3,447
| +25% | +$200K | 0.48% | 43 |
|
|
2019
Q3 | $788K | Buy |
13,606
+3,956
| +41% | +$229K | 0.42% | 52 |
|
|
2019
Q2 | $550K | Buy |
9,650
+404
| +4% | +$23K | 0.32% | 65 |
|
|
2019
Q1 | $510K | Buy |
9,246
+6,410
| +226% | +$354K | 0.29% | 73 |
|
|
2018
Q4 | $149K | Buy |
+2,836
| New | +$149K | 0.1% | 131 |
|