Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,859
| Closed | -$207K | – | 506 |
|
|
2019
Q3 | $207K | Buy |
+3,859
| New | +$207K | 0.02% | 430 |
|
|
2019
Q2 | – | Sell |
-2,820
| Closed | -$149K | – | 1205 |
|
|
2019
Q1 | $149K | Hold |
2,820
| – | – | 0.01% | 512 |
|
|
2018
Q4 | $146K | Hold |
2,820
| – | – | 0.01% | 484 |
|
|
2018
Q3 | $146K | Hold |
2,820
| – | – | 0.01% | 546 |
|
|
2018
Q2 | $146K | Sell |
2,820
-450
| -14% | -$23.3K | 0.01% | 565 |
|
|
2018
Q1 | $170K | Hold |
3,270
| – | – | 0.02% | 525 |
|
|
2017
Q4 | $171K | Hold |
3,270
| – | – | 0.02% | 542 |
|
|
2017
Q3 | $172K | Hold |
3,270
| – | – | 0.02% | 528 |
|
|
2017
Q2 | $172K | Buy |
3,270
+750
| +30% | +$39.5K | 0.02% | 505 |
|
|
2017
Q1 | $133K | Hold |
2,520
| – | – | 0.02% | 499 |
|
|
2016
Q4 | $132K | Hold |
2,520
| – | – | 0.02% | 487 |
|
|
2016
Q3 | $133K | Hold |
2,520
| – | – | 0.02% | 492 |
|
|
2016
Q2 | $134K | Hold |
2,520
| – | – | 0.02% | 471 |
|
|
2016
Q1 | $133K | Hold |
2,520
| – | – | 0.02% | 458 |
|
|
2015
Q4 | $132K | Buy |
+2,520
| New | +$132K | 0.02% | 462 |
|