4WM
4J Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
17,311
-1,178
| -6% | -$62.8K | 0.62% | 31 |
|
|
2025
Q1 | $971K | Sell |
18,489
-441
| -2% | -$23.2K | 0.77% | 27 |
|
|
2024
Q4 | $975K | Buy |
18,930
+815
| +4% | +$42K | 0.79% | 25 |
|
|
2024
Q3 | $973K | Hold |
18,115
| – | – | 0.75% | 29 |
|
|
2024
Q2 | $929K | Sell |
18,115
-3,200
| -15% | -$164K | 0.77% | 28 |
|
|
2024
Q1 | $1.1M | Sell |
21,315
-2,061
| -9% | -$106K | 0.95% | 22 |
|
|
2023
Q4 | $1.22M | Sell |
23,376
-453
| -2% | -$23.6K | 1.11% | 26 |
|
|
2023
Q3 | $1.16M | Sell |
23,829
-978
| -4% | -$47.6K | 1.15% | 27 |
|
|
2023
Q2 | $1.25M | Hold |
24,807
| – | – | 1.22% | 24 |
|
|
2023
Q1 | $1.27M | Sell |
24,807
-780
| -3% | -$40K | 1.37% | 20 |
|
|
2022
Q4 | $1.27M | Sell |
25,587
-168
| -0.7% | -$8.32K | 1.47% | 20 |
|
|
2022
Q3 | $1.24M | Sell |
25,755
-1,197
| -4% | -$57.8K | 1.59% | 17 |
|
|
2022
Q2 | $1.38M | Sell |
26,952
-1,591
| -6% | -$81.2K | 1.73% | 17 |
|
|
2022
Q1 | $1.57M | Sell |
28,543
-1,739
| -6% | -$95.4K | 1.37% | 18 |
|
|
2021
Q4 | $1.8M | Sell |
30,282
-502
| -2% | -$29.8K | 1.51% | 17 |
|
|
2021
Q3 | $1.85M | Sell |
30,784
-182
| -0.6% | -$10.9K | 1.61% | 14 |
|
|
2021
Q2 | $1.87M | Sell |
30,966
-2,720
| -8% | -$165K | 1.64% | 15 |
|
|
2021
Q1 | $2M | Sell |
33,686
-2,700
| -7% | -$160K | 1.86% | 16 |
|
|
2020
Q4 | $2.25M | Buy |
+36,386
| New | +$2.25M | 2.16% | 11 |
|