WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.5K | Sell |
612
-12
| -2% | -$618 | 0.01% | 382 |
|
|
2024
Q3 | $33.5K | Hold |
624
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $32K | Sell |
624
-3
| -0.5% | -$154 | 0.01% | 381 |
|
|
2024
Q1 | $32.4K | Buy |
+627
| New | +$32.4K | 0.01% | 384 |
|
|
2023
Q4 | – | Sell |
-188
| Closed | -$9.15K | – | 505 |
|
|
2023
Q3 | $9.15K | Hold |
188
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $9.51K | Buy |
188
+69
| +58% | +$3.49K | ﹤0.01% | 588 |
|
|
2023
Q1 | $6.1K | Buy |
+119
| New | +$6.1K | ﹤0.01% | 651 |
|
|
2022
Q2 | – | Sell |
-250
| Closed | -$13.7K | – | 536 |
|
|
2022
Q1 | $13.7K | Buy |
+250
| New | +$13.7K | 0.01% | 269 |
|