Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-545
| Closed | -$27.2K | – | 415 |
|
|
2022
Q4 | $27.2K | Hold |
545
| – | – | 0.02% | 351 |
|
|
2022
Q3 | $27K | Sell |
545
-6
| -1% | -$297 | 0.02% | 347 |
|
|
2022
Q2 | $28K | Sell |
551
-131
| -19% | -$6.66K | 0.02% | 351 |
|
|
2022
Q1 | $35K | Sell |
682
-492
| -42% | -$25.2K | 0.02% | 346 |
|
|
2021
Q4 | $63K | Buy |
+1,174
| New | +$63K | 0.03% | 276 |
|