Adams Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $732K | Sell |
13,930
-923
| -6% | -$48.5K | 0.14% | 83 |
|
2024
Q4 | $765K | Sell |
14,853
-2,773
| -16% | -$143K | 0.15% | 73 |
|
2024
Q3 | $947K | Sell |
17,626
-588
| -3% | -$31.6K | 0.2% | 60 |
|
2024
Q2 | $934K | Sell |
18,214
-3,377
| -16% | -$173K | 0.21% | 57 |
|
2024
Q1 | $1.11M | Buy |
21,591
+894
| +4% | +$46.1K | 0.27% | 55 |
|
2023
Q4 | $1.08M | Buy |
20,697
+13,217
| +177% | +$687K | 0.32% | 52 |
|
2023
Q3 | $364K | Sell |
7,480
-5,067
| -40% | -$247K | 0.12% | 76 |
|
2023
Q2 | $635K | Buy |
12,547
+3,382
| +37% | +$171K | 0.2% | 74 |
|
2023
Q1 | $470K | Sell |
9,165
-5,844
| -39% | -$300K | 0.15% | 82 |
|
2022
Q4 | $743K | Buy |
15,009
+1,180
| +9% | +$58.4K | 0.26% | 60 |
|
2022
Q3 | $668K | Sell |
13,829
-692
| -5% | -$33.4K | 0.25% | 45 |
|
2022
Q2 | $741K | Sell |
14,521
-3,769
| -21% | -$192K | 0.28% | 31 |
|
2022
Q1 | $1M | Buy |
18,290
+773
| +4% | +$42.4K | 0.33% | 22 |
|
2021
Q4 | $1.04M | Buy |
+17,517
| New | +$1.04M | 0.3% | 23 |
|