Westshore Wealth’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
Q2 | – | Sell |
-273,377
| Closed | -$14.1M | – | 106 |
|
|
2022
Q1 | $14.1M | Buy |
273,377
+10,583
| +4% | +$547K | 9.5% | 3 |
|
|
2021
Q4 | $14.2M | Buy |
262,794
+18,808
| +8% | +$1.01M | 9.7% | 3 |
|
|
2021
Q3 | $13.3M | Sell |
243,986
-4,857
| -2% | -$265K | 10.76% | 3 |
|
|
2021
Q2 | $13.6M | Sell |
248,843
-5,419
| -2% | -$297K | 7.01% | 3 |
|
|
2021
Q1 | $13.9M | Buy |
+254,262
| New | +$13.9M | 7.93% | 3 |
|
|
2019
Q4 | $2.74M | Buy |
+51,148
| New | +$2.74M | 3.02% | 9 |
|