AE Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
12,698
-489
| -4% | -$24.6K | ﹤0.01% | 839 |
|
|
2025
Q1 | $662K | Buy |
13,187
+13,117
| +18,739% | +$659K | 0.01% | 829 |
|
|
2024
Q4 | $3.47K | Sell |
70
-11,682
| -99% | -$580K | ﹤0.01% | 1949 |
|
|
2024
Q3 | $630K | Buy |
11,752
+221
| +2% | +$11.8K | 0.01% | 820 |
|
|
2024
Q2 | $577K | Sell |
11,531
-513
| -4% | -$25.7K | 0.01% | 846 |
|
|
2024
Q1 | $620K | Sell |
12,044
-5,506
| -31% | -$284K | 0.01% | 766 |
|
|
2023
Q4 | $904K | Buy |
17,550
+2,734
| +18% | +$141K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $698K | Sell |
14,816
-78,794
| -84% | -$3.71M | ﹤0.01% | 1232 |
|
|
2023
Q2 | $4.83M | Sell |
93,610
-56,568
| -38% | -$2.92M | 0.03% | 542 |
|
|
2023
Q1 | $7.87M | Buy |
150,178
+39,136
| +35% | +$2.05M | 0.05% | 402 |
|
|
2022
Q4 | $5.53M | Buy |
111,042
+75,549
| +213% | +$3.76M | 0.04% | 454 |
|
|
2022
Q3 | $1.71M | Sell |
35,493
-25,233
| -42% | -$1.22M | 0.01% | 752 |
|
|
2022
Q2 | $3.24M | Sell |
60,726
-110,827
| -65% | -$5.91M | 0.03% | 519 |
|
|
2022
Q1 | $10.5M | Buy |
171,553
+44,323
| +35% | +$2.72M | 0.07% | 273 |
|
|
2021
Q4 | $8.85M | Buy |
127,230
+38,041
| +43% | +$2.65M | 0.06% | 296 |
|
|
2021
Q3 | $6.18M | Buy |
89,189
+17,220
| +24% | +$1.19M | 0.05% | 332 |
|
|
2021
Q2 | $5.05M | Buy |
71,969
+37,883
| +111% | +$2.66M | 0.04% | 359 |
|
|
2021
Q1 | $2.27M | Buy |
+34,086
| New | +$2.27M | 0.02% | 534 |
|