Zullo Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-469
| Closed | -$23.2K | – | 413 |
|
2022
Q4 | $23.2K | Hold |
469
| – | – | 0.01% | 374 |
|
2022
Q3 | $23K | Sell |
469
-107
| -19% | -$5.25K | 0.01% | 371 |
|
2022
Q2 | $29K | Sell |
576
-448
| -44% | -$22.6K | 0.02% | 349 |
|
2022
Q1 | $56K | Hold |
1,024
| – | – | 0.03% | 289 |
|
2021
Q4 | $61K | Buy |
+1,024
| New | +$61K | 0.03% | 279 |
|