Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36,373
| Closed | -$1.86M | – | 171 |
|
|
2024
Q2 | $1.86M | Sell |
36,373
-4,808
| -12% | -$246K | 0.25% | 40 |
|
|
2024
Q1 | $2.11M | Sell |
41,181
-29,607
| -42% | -$1.52M | 0.33% | 38 |
|
|
2023
Q4 | $3.63M | Buy |
70,788
+653
| +0.9% | +$33.5K | 0.9% | 29 |
|
|
2023
Q3 | $3.49M | Buy |
70,135
+116
| +0.2% | +$5.78K | 1.02% | 27 |
|
|
2023
Q2 | $3.51M | Buy |
+70,019
| New | +$3.51M | 0.99% | 26 |
|