YCG
Yeomans Consulting Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.44M | Sell |
266,246
-128,893
| -33% | -$3.12M | 2.66% | 15 |
|
2025
Q1 | $9.49M | Buy |
395,139
+5,146
| +1% | +$124K | 3.67% | 11 |
|
2024
Q4 | $9.48M | Sell |
389,993
-82,627
| -17% | -$2.01M | 3.55% | 11 |
|
2024
Q3 | $11.5M | Sell |
472,620
-571,776
| -55% | -$13.9M | 4.29% | 10 |
|
2024
Q2 | $25.4M | Buy |
1,044,396
+487,183
| +87% | +$11.8M | 9.8% | 1 |
|
2024
Q1 | $13.7M | Buy |
+557,213
| New | +$13.7M | 6% | 7 |
|