WR Wealth Planners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.78K | Hold |
36
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $1.93K | Buy |
36
+4
| +13% | +$214 | ﹤0.01% | 915 |
|
|
2024
Q2 | $1.6K | Hold |
32
| – | – | ﹤0.01% | 919 |
|
|
2024
Q1 | $1.65K | Buy |
+32
| New | +$1.65K | ﹤0.01% | 901 |
|
|
2023
Q4 | – | Sell |
-46
| Closed | -$2.17K | – | 506 |
|
|
2023
Q3 | $2.17K | Hold |
46
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $2.37K | Hold |
46
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $2.41K | Sell |
46
-199
| -81% | -$10.4K | ﹤0.01% | 756 |
|
|
2022
Q4 | $12.2K | Sell |
245
-21
| -8% | -$1.05K | 0.01% | 251 |
|
|
2022
Q3 | $12.8K | Sell |
266
-92
| -26% | -$4.44K | 0.01% | 237 |
|
|
2022
Q2 | $19.1K | Sell |
358
-193
| -35% | -$10.3K | 0.01% | 232 |
|
|
2022
Q1 | $33.8K | Buy |
+551
| New | +$33.8K | 0.02% | 195 |
|