Winslow Evans & Crocker’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $29K | Buy |
+524
| New | +$29K | 0.01% | 709 |
|
2017
Q3 | – | Sell |
-424
| Closed | -$22.3K | – | 1183 |
|
2017
Q2 | $22.3K | Hold |
424
| – | – | 0.01% | 725 |
|
2017
Q1 | $22.3K | Hold |
424
| – | – | 0.01% | 709 |
|
2016
Q4 | $22.2K | Hold |
424
| – | – | 0.01% | 702 |
|
2016
Q3 | $22.4K | Hold |
424
| – | – | 0.01% | 707 |
|
2016
Q2 | $22.5K | Sell |
424
-82
| -16% | -$4.35K | 0.01% | 675 |
|
2016
Q1 | $26.7K | Sell |
506
-2
| -0.4% | -$105 | 0.01% | 633 |
|
2015
Q4 | $26.5K | Hold |
508
| – | – | 0.01% | 676 |
|
2015
Q3 | $26.6K | Hold |
508
| – | – | 0.01% | 650 |
|
2015
Q2 | $26.7K | Buy |
508
+84
| +20% | +$4.41K | 0.01% | 692 |
|
2015
Q1 | $22.4K | Hold |
424
| – | – | 0.01% | 709 |
|
2014
Q4 | $22.3K | Hold |
424
| – | – | 0.01% | 704 |
|
2014
Q3 | $22.3K | Sell |
424
-662
| -61% | -$34.8K | 0.01% | 716 |
|
2014
Q2 | $57.4K | Hold |
1,086
| – | – | 0.02% | 469 |
|
2014
Q1 | $57.3K | Hold |
1,086
| – | – | 0.02% | 458 |
|
2013
Q4 | $58K | Buy |
+1,086
| New | +$58K | 0.02% | 486 |
|