WealthSource Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $692K | Buy |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.72M | Hold |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.13M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.57M | Sell |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.64M | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $991K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $795K | Buy |
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|
2019
Q1 | $489K | Buy |
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|
2018
Q4 | $458K | Buy |
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|
2018
Q3 | $457K | Buy |
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|
2018
Q2 | $432K | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $973K | Buy |
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|
2017
Q2 | $714K | Sell |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $320K | Buy |
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|
2016
Q2 | $205K | Buy |
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