Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-126
| Closed | -$7K | – | 1202 |
|
|
2019
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q4 | $7K | Sell |
126
-124
| -50% | -$6.89K | ﹤0.01% | 1597 |
|
|
2018
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 1435 |
|
|
2018
Q2 | $13K | Sell |
250
-450
| -64% | -$23.4K | ﹤0.01% | 1451 |
|
|
2018
Q1 | $38K | Sell |
700
-500
| -42% | -$27.1K | ﹤0.01% | 1089 |
|
|
2017
Q4 | $66K | Sell |
1,200
-800
| -40% | -$44K | 0.01% | 890 |
|
|
2017
Q3 | $110K | Sell |
2,000
-154
| -7% | -$8.47K | 0.01% | 667 |
|
|
2017
Q2 | $118K | Buy |
2,154
+1,954
| +977% | +$107K | 0.01% | 632 |
|
|
2017
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 1303 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1195 |
|
|
2016
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1232 |
|
|
2016
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 1182 |
|
|
2016
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 1160 |
|
|
2015
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1171 |
|