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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Sell |
2,791
-270
| -9% | -$14K | 0.05% | 186 |
|
|
2024
Q3 | $161K | Sell |
3,061
-20
| -0.6% | -$1.05K | 0.04% | 212 |
|
|
2024
Q2 | $158K | Sell |
3,081
-98
| -3% | -$5.02K | 0.05% | 198 |
|
|
2024
Q1 | $163K | Buy |
+3,179
| New | +$163K | 0.05% | 200 |
|
|
2023
Q4 | – | Sell |
-9,108
| Closed | -$454K | – | 508 |
|
|
2023
Q3 | $454K | Buy |
9,108
+75
| +0.8% | +$3.74K | 0.17% | 97 |
|
|
2023
Q2 | $453K | Buy |
9,033
+48
| +0.5% | +$2.41K | 0.18% | 99 |
|
|
2023
Q1 | $454K | Buy |
8,985
+174
| +2% | +$8.79K | 0.2% | 83 |
|
|
2022
Q4 | $439K | Sell |
8,811
-63
| -0.7% | -$3.14K | 0.27% | 63 |
|
|
2022
Q3 | $437K | Sell |
8,874
-753
| -8% | -$37.1K | 0.31% | 55 |
|
|
2022
Q2 | $487K | Sell |
9,627
-898
| -9% | -$45.4K | 0.32% | 53 |
|
|
2022
Q1 | $544K | Buy |
+10,525
| New | +$544K | 0.32% | 54 |
|