AllSquare Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

AllSquare Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.1K	Sell	641 -9	-1%	-$479	0.02%	262
2025 Q1	$34.1K	Hold	650	–	–	0.02%	252
2024 Q4	$33.5K	Hold	650	–	–	0.02%	252
2024 Q3	$34.9K	Hold	650	–	–	0.02%	250
2024 Q2	$33.3K	Hold	650	–	–	0.02%	252
2024 Q1	$33.5K	Hold	650	–	–	0.02%	251
2023 Q4	$33.8K	Hold	650	–	–	0.02%	250
2023 Q3	$31.6K	Hold	650	–	–	0.02%	254
2023 Q2	$32.9K	Hold	650	–	–	0.02%	254
2023 Q1	$33.3K	Hold	650	–	–	0.02%	256
2022 Q4	$32.2K	Hold	650	–	–	0.02%	242
2022 Q3	$31K	Sell	650 -10	-2%	-$477	0.02%	237
2022 Q2	$34K	Hold	660	–	–	0.02%	242
2022 Q1	$36K	Sell	660 -58	-8%	-$3.16K	0.02%	257
2021 Q4	$43K	Hold	718	–	–	0.03%	238
2021 Q3	$43K	Hold	718	–	–	0.03%	237
2021 Q2	$43K	Hold	718	–	–	0.03%	243
2021 Q1	$43K	Hold	718	–	–	0.03%	241
2020 Q4	$44K	Hold	718	–	–	0.03%	211
2020 Q3	$44K	Buy	718 +52	+8%	+$3.19K	0.03%	204
2020 Q2	$40K	Hold	666	–	–	0.03%	206
2020 Q1	$37K	Hold	666	–	–	0.03%	188
2019 Q4	$39K	Hold	666	–	–	0.03%	209
2019 Q3	$39K	Sell	666 -234	-26%	-$13.7K	0.03%	210
2019 Q2	$51K	Sell	900 -26	-3%	-$1.47K	0.04%	187
2019 Q1	$51K	Hold	926	–	–	0.04%	180
2018 Q4	$49K	Hold	926	–	–	0.04%	165
2018 Q3	$49K	Sell	926 -2	-0.2%	-$106	0.04%	178
2018 Q2	$49K	Hold	928	–	–	0.04%	176
2018 Q1	$50K	Hold	928	–	–	0.04%	144
2017 Q4	$51K	Hold	928	–	–	0.04%	144
2017 Q3	$51K	Buy	+928	New	+$51K	0.04%	139
2017 Q2	–	Sell	-872	Closed	-$48K	–	271
2017 Q1	$48K	Hold	872	–	–	0.04%	138
2016 Q4	$47K	Hold	872	–	–	0.04%	136
2016 Q3	$49K	Hold	872	–	–	0.05%	124
2016 Q2	$49K	Buy	872 +110	+14%	+$6.18K	0.05%	120
2016 Q1	$42K	Sell	762 -64	-8%	-$3.53K	0.04%	128
2015 Q4	$44K	Hold	826	–	–	0.04%	123
2015 Q3	$45K	Sell	826 -2,406	-74%	-$131K	0.05%	122
2015 Q2	$176K	Sell	3,232 -664	-17%	-$36.2K	0.16%	56
2015 Q1	$216K	Hold	3,896	–	–	0.21%	48
2014 Q4	$213K	Buy	+3,896	New	+$213K	0.21%	51