Ameliora 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 | $18.6M | Buy |
349,225
+5,046
| +1% | +$269K | 6.66% | 3 |
|
|
2025
Q1 | $18.1M | Buy |
344,179
+16,974
| +5% | +$891K | 6.8% | 4 |
|
|
2024
Q4 | $16.9M | Sell |
327,205
-265
| -0.1% | -$13.7K | 6.32% | 3 |
|
|
2024
Q3 | $17.6M | Buy |
327,470
+123,940
| +61% | +$6.66M | 7.33% | 3 |
|
|
2024
Q2 | $10.4M | Buy |
203,530
+12,245
| +6% | +$628K | 4.74% | 6 |
|
|
2024
Q1 | $9.87M | Buy |
191,285
+16,970
| +10% | +$876K | 4.47% | 5 |
|
|
2023
Q4 | $9.06M | Buy |
174,315
+90,950
| +109% | +$4.73M | 4.5% | 6 |
|
|
2023
Q3 | $4.06M | Buy |
83,365
+30,706
| +58% | +$1.49M | 2.4% | 10 |
|
|
2023
Q2 | $2.66M | Sell |
52,659
-2,245
| -4% | -$114K | 1.65% | 19 |
|
|
2023
Q1 | $2.82M | Buy |
+54,904
| New | +$2.82M | 1.64% | 16 |
|