WR Wealth Planners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $161K | Sell |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $454K | Buy |
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|
2022
Q4 | $439K | Sell |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $544K | Buy |
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