WFG Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1109 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$11K | – | 1566 |
|
|
2016
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1075 |
|
|
2016
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1069 |
|
|
2015
Q2 | – | Sell |
-900
| Closed | -$50K | – | 1721 |
|
|
2015
Q1 | $50K | Sell |
900
-602
| -40% | -$33.4K | 0.01% | 731 |
|
|
2014
Q4 | $82K | Buy |
1,502
+74
| +5% | +$4.04K | 0.02% | 702 |
|
|
2014
Q3 | $78K | Sell |
1,428
-198
| -12% | -$10.8K | 0.01% | 748 |
|
|
2014
Q2 | $90K | Hold |
1,626
| – | – | 0.02% | 695 |
|
|
2014
Q1 | $89K | Sell |
1,626
-186
| -10% | -$10.2K | 0.02% | 682 |
|
|
2013
Q4 | $98K | Buy |
1,812
+1,778
| +5,229% | +$96.2K | 0.01% | 749 |
|
|
2013
Q3 | $2K | Buy |
34
+12
| +55% | +$706 | ﹤0.01% | 1932 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1953 |
|