WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Buy |
458
+400
| +690% | +$21K | 0.01% | 898 |
|
|
2017
Q1 | $3K | Sell |
58
-400
| -87% | -$20.7K | ﹤0.01% | 1283 |
|
|
2016
Q4 | $24K | Hold |
458
| – | – | 0.01% | 891 |
|
|
2016
Q3 | $24K | Hold |
458
| – | – | 0.01% | 903 |
|
|
2016
Q2 | $24K | Buy |
458
+400
| +690% | +$21K | 0.01% | 877 |
|
|
2016
Q1 | $3K | Sell |
58
-174
| -75% | -$9K | ﹤0.01% | 1279 |
|
|
2015
Q4 | $12K | Buy |
232
+204
| +729% | +$10.6K | ﹤0.01% | 1029 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1495 |
|
|
2015
Q2 | $1K | Sell |
28
-200
| -88% | -$7.14K | ﹤0.01% | 1563 |
|
|
2015
Q1 | $12K | Sell |
228
-5,134
| -96% | -$270K | ﹤0.01% | 1142 |
|
|
2014
Q4 | $282K | Sell |
5,362
-4,230
| -44% | -$222K | 0.06% | 345 |
|
|
2014
Q3 | $505K | Buy |
9,592
+812
| +9% | +$42.8K | 0.1% | 254 |
|
|
2014
Q2 | $464K | Buy |
8,780
+410
| +5% | +$21.7K | 0.09% | 267 |
|
|
2014
Q1 | $441K | Sell |
8,370
-2,798
| -25% | -$147K | 0.09% | 264 |
|
|
2013
Q4 | $589K | Sell |
11,168
-844
| -7% | -$44.5K | 0.08% | 276 |
|
|
2013
Q3 | $632K | Buy |
12,012
+260
| +2% | +$13.7K | 0.1% | 234 |
|
|
2013
Q2 | $617K | Buy |
+11,752
| New | +$617K | 0.1% | 229 |
|