WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,516
| Closed | -$76.1K | – | 117 |
|
|
2023
Q2 | $76.1K | Hold |
1,516
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $76.6K | Hold |
1,516
| – | – | 0.02% | 79 |
|
|
2022
Q4 | $75.5K | Hold |
1,516
| – | – | 0.02% | 78 |
|
|
2022
Q3 | $75K | Hold |
1,516
| – | – | 0.03% | 72 |
|
|
2022
Q2 | $77K | Hold |
1,516
| – | – | 0.03% | 76 |
|
|
2022
Q1 | $78K | Hold |
1,516
| – | – | 0.02% | 85 |
|
|
2021
Q4 | $82K | Hold |
1,516
| – | – | 0.02% | 87 |
|
|
2021
Q3 | $83K | Buy |
+1,516
| New | +$83K | 0.03% | 73 |
|
|
2021
Q1 | $83K | Hold |
1,516
| – | – | 0.03% | 63 |
|
|
2020
Q4 | $84K | Buy |
+1,516
| New | +$84K | 0.03% | 65 |
|