Adapt Wealth Advisors’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
Q2 | $10.1M | Buy |
189,796
+4,789
| +3% | +$255K | 4.52% | 7 |
|
|
2025
Q1 | $9.72M | Buy |
185,007
+17,263
| +10% | +$907K | 4.74% | 6 |
|
|
2024
Q4 | $8.64M | Buy |
167,744
+32,094
| +24% | +$1.65M | 4.25% | 6 |
|
|
2024
Q3 | $7.29M | Buy |
135,650
+25,929
| +24% | +$1.39M | 3.9% | 7 |
|
|
2024
Q2 | $5.62M | Buy |
109,721
+24,357
| +29% | +$1.25M | 3.52% | 9 |
|
|
2024
Q1 | $4.4M | Buy |
+85,364
| New | +$4.4M | 3.14% | 12 |
|