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