Windsor 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
Q2
Sell
-4,628
Closed -$237K 192
2022
Q1
$237K Buy
4,628
+74
+2% +$3.79K 0.04% 212
2021
Q4
$245K Buy
4,554
+143
+3% +$7.69K 0.04% 211
2021
Q3
$241K Buy
4,411
+411
+10% +$22.5K 0.05% 197
2021
Q2
$219K Buy
+4,000
New +$219K 0.05% 203