WealthShield Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$80.1K | – | 489 |
|
|
2023
Q3 | $80.1K | Buy |
+1,700
| New | +$80.1K | 0.01% | 351 |
|
|
2020
Q4 | – | Sell |
-519
| Closed | -$37K | – | 337 |
|
|
2020
Q3 | $37K | Buy |
519
+57
| +12% | +$4.06K | 0.01% | 313 |
|
|
2020
Q2 | $32K | Buy |
462
+380
| +463% | +$26.3K | 0.01% | 267 |
|
|
2020
Q1 | $5K | Sell |
82
-95
| -54% | -$5.79K | ﹤0.01% | 238 |
|
|
2019
Q4 | $12K | Buy |
+177
| New | +$12K | 0.01% | 242 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$22K | – | 267 |
|
|
2019
Q2 | $22K | Buy |
341
+3
| +0.9% | +$194 | 0.01% | 194 |
|
|
2019
Q1 | $20K | Buy |
+338
| New | +$20K | 0.01% | 218 |
|