AE 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
Q2 | $205K | Sell |
3,853
-1,340
| -26% | -$71.4K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $273K | Buy |
5,193
+676
| +15% | +$35.5K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $233K | Sell |
4,517
-471
| -9% | -$24.3K | ﹤0.01% | 1211 |
|
|
2024
Q3 | $268K | Buy |
4,988
+460
| +10% | +$24.7K | ﹤0.01% | 1069 |
|
|
2024
Q2 | $232K | Sell |
4,528
-11
| -0.2% | -$564 | ﹤0.01% | 1111 |
|
|
2024
Q1 | $234K | Sell |
4,539
-93,635
| -95% | -$4.83M | ﹤0.01% | 1044 |
|
|
2023
Q4 | $5.05M | Sell |
98,174
-72,458
| -42% | -$3.73M | 0.03% | 582 |
|
|
2023
Q3 | $8.3M | Sell |
170,632
-78,179
| -31% | -$3.8M | 0.05% | 429 |
|
|
2023
Q2 | $12.6M | Buy |
248,811
+44,850
| +22% | +$2.27M | 0.08% | 320 |
|
|
2023
Q1 | $10.5M | Buy |
203,961
+67,272
| +49% | +$3.45M | 0.07% | 331 |
|
|
2022
Q4 | $6.77M | Buy |
136,689
+2,274
| +2% | +$113K | 0.05% | 403 |
|
|
2022
Q3 | $6.49M | Buy |
134,415
+98,428
| +274% | +$4.75M | 0.05% | 371 |
|
|
2022
Q2 | $1.84M | Buy |
35,987
+2,504
| +7% | +$128K | 0.01% | 693 |
|
|
2022
Q1 | $1.84M | Sell |
33,483
-28,832
| -46% | -$1.58M | 0.01% | 720 |
|
|
2021
Q4 | $3.69M | Buy |
62,315
+19,115
| +44% | +$1.13M | 0.03% | 505 |
|
|
2021
Q3 | $2.6M | Buy |
43,200
+3,113
| +8% | +$187K | 0.02% | 564 |
|
|
2021
Q2 | $2.43M | Sell |
40,087
-22,561
| -36% | -$1.37M | 0.02% | 575 |
|
|
2021
Q1 | $3.71M | Sell |
62,648
-4,860
| -7% | -$288K | 0.04% | 384 |
|
|
2020
Q4 | $4.17M | Buy |
67,508
+9,536
| +16% | +$589K | 0.05% | 299 |
|
|
2020
Q3 | $3.53M | Sell |
57,972
-1,194
| -2% | -$72.6K | 0.05% | 292 |
|
|
2020
Q2 | $3.57M | Sell |
59,166
-68,254
| -54% | -$4.12M | 0.06% | 273 |
|
|
2020
Q1 | $7M | Buy |
127,420
+4,408
| +4% | +$242K | 0.16% | 124 |
|
|
2019
Q4 | $7.13M | Buy |
123,012
+24,771
| +25% | +$1.44M | 0.15% | 127 |
|
|
2019
Q3 | $5.69M | Buy |
98,241
+28,187
| +40% | +$1.63M | 0.16% | 120 |
|
|
2019
Q2 | $3.99M | Buy |
70,054
+64,608
| +1,186% | +$3.68M | 0.12% | 151 |
|
|
2019
Q1 | $300K | Sell |
5,446
-4,407
| -45% | -$243K | 0.02% | 466 |
|
|
2018
Q4 | $516K | Sell |
9,853
-1,505
| -13% | -$78.8K | 0.09% | 241 |
|
|
2018
Q3 | $603K | Buy |
11,358
+6,464
| +132% | +$343K | 0.03% | 287 |
|
|
2018
Q2 | $260K | Sell |
4,894
-53,186
| -92% | -$2.83M | 0.02% | 366 |
|
|
2018
Q1 | $3.11M | Sell |
58,080
-3,018
| -5% | -$162K | 0.24% | 67 |
|
|
2017
Q4 | $3.34M | Buy |
61,098
+720
| +1% | +$39.3K | 0.29% | 61 |
|
|
2017
Q3 | $3.33M | Sell |
60,378
-5,282
| -8% | -$291K | 0.31% | 56 |
|
|
2017
Q2 | $3.6M | Buy |
65,660
+6,468
| +11% | +$355K | 0.43% | 45 |
|
|
2017
Q1 | $3.23M | Buy |
59,192
+41,556
| +236% | +$2.26M | 0.6% | 30 |
|
|
2016
Q4 | $954K | Buy |
+17,636
| New | +$954K | 0.39% | 58 |
|