Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,198
| Closed | -$207K | – | 695 |
|
|
2022
Q3 | $207K | Sell |
4,198
-164
| -4% | -$8.09K | 0.01% | 741 |
|
|
2022
Q2 | $221K | Buy |
4,362
+333
| +8% | +$16.9K | 0.01% | 706 |
|
|
2022
Q1 | $209K | Sell |
4,029
-1,967
| -33% | -$102K | 0.01% | 783 |
|
|
2021
Q4 | $324K | Buy |
+5,996
| New | +$324K | 0.03% | 445 |
|
|
2021
Q2 | $610K | Buy |
+11,119
| New | +$610K | 0.06% | 317 |
|
|
2020
Q4 | – | Sell |
-8,118
| Closed | -$446K | – | 476 |
|
|
2020
Q3 | $446K | Buy |
8,118
+741
| +10% | +$40.7K | 0.07% | 258 |
|
|
2020
Q2 | $404K | Buy |
+7,377
| New | +$404K | 0.07% | 260 |
|