AWA
Acorn Wealth Advisors’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
Q1 | – | Sell |
-5,041
| Closed | -$260K | – | 235 |
|
|
2024
Q4 | $260K | Hold |
5,041
| – | – | 0.11% | 196 |
|
|
2024
Q3 | $271K | Hold |
5,041
| – | – | 0.12% | 181 |
|
|
2024
Q2 | $258K | Hold |
5,041
| – | – | 0.13% | 167 |
|
|
2024
Q1 | $260K | Hold |
5,041
| – | – | 0.14% | 163 |
|
|
2023
Q4 | $262K | Buy |
5,041
+340
| +7% | +$17.7K | 0.16% | 150 |
|
|
2023
Q3 | $229K | Buy |
+4,701
| New | +$229K | 0.15% | 159 |
|