Apriem Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Apriem Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Buy	10,019 +5,297	+112%	+$285K	0.05%	119
2025 Q4	$254K	Buy	4,722 +107	+2%	+$5.78K	0.02%	165
2025 Q3	$250K	Buy	4,615 +5	+0.1%	+$267	0.02%	165
2025 Q2	$246K	Buy	4,610 +5	+0.1%	+$261	0.03%	162
2025 Q1	$242K	Sell	4,605 -298	-6%	-$15.5K	0.03%	157
2024 Q4	$253K	Buy	4,903 +6	+0.1%	+$314	0.03%	161
2024 Q3	$263K	Sell	4,897 -195	-4%	-$10.3K	0.03%	146
2024 Q2	$261K	Sell	5,092 -713	-12%	-$36.3K	0.03%	146
2024 Q1	$300K	Buy	5,805 +19	+0.3%	+$977	0.04%	133
2023 Q4	$301K	Sell	5,786 -288	-5%	-$14.2K	0.04%	121
2023 Q3	$296K	Sell	6,074 -3,298	-35%	-$164K	0.04%	114
2023 Q2	$474K	Sell	9,372 -1,541	-14%	-$78.3K	0.07%	97
2023 Q1	$560K	Sell	10,913 -1,745	-14%	-$88.4K	0.09%	86
2022 Q4	$627K	Sell	12,658 -2,391	-16%	-$117K	0.11%	81
2022 Q3	$727K	Sell	15,049 -844	-5%	-$43.2K	0.13%	74
2022 Q2	$811K	Sell	15,893 -1,394	-8%	-$72.7K	0.14%	68
2022 Q1	$949K	Sell	17,287 -1,377	-7%	-$78.1K	0.14%	67
2021 Q4	$1.11M	Buy	18,664 +149	+0.8%	+$8.87K	0.16%	64
2021 Q3	$1.11M	Buy	18,515 +4	+0%	+$243	0.16%	60
2021 Q2	$1.12M	Sell	18,511 -65	-0.3%	-$3.89K	0.17%	58
2021 Q1	$1.1M	Buy	18,576 +372	+2%	+$22.5K	0.17%	55
2020 Q4	$1.13M	Buy	18,204 +2,155	+13%	+$132K	0.2%	47
2020 Q3	$976K	Buy	16,049 +655	+4%	+$40K	0.18%	54
2020 Q2	$929K	Sell	15,394 -3,146	-17%	-$183K	0.19%	56
2020 Q1	$1.02M	Hold	18,540	–	–	0.25%	50
2019 Q4	$1.07M	Buy	18,540 +300	+2%	+$17.4K	0.21%	48
2019 Q3	$1.06M	Sell	18,240 -200	-1%	-$11.5K	0.23%	52
2019 Q2	$1.05M	Sell	18,440 -100	-0.5%	-$5.55K	0.33%	51
2019 Q1	$1.02M	Sell	18,540 -2,100	-10%	-$113K	0.27%	47
2018 Q4	$1.08M	Sell	20,640 -1,000	-5%	-$52.3K	0.38%	46
2018 Q3	$1.15M	Sell	21,640 -270	-1%	-$14.4K	0.25%	52
2018 Q2	$1.16M	Sell	21,910 -58,940	-73%	-$3.13M	0.26%	50
2018 Q1	$4.33M	Sell	80,850 -600	-0.7%	-$32.3K	1.06%	28
2017 Q4	$4.45M	Buy	81,450 +2,992	+4%	+$164K	1.1%	27
2017 Q3	$4.32M	Sell	78,458 -1,088	-1%	-$59.9K	1.07%	26
2017 Q2	$4.37M	Sell	79,546 -120	-0.2%	-$6.58K	1.16%	28
2017 Q1	$4.34M	Sell	79,666 -3,768	-5%	-$205K	1.18%	29
2016 Q4	$4.51M	Sell	83,434 -17,398	-17%	-$951K	1.34%	21
2016 Q3	$5.61M	Sell	100,832 -2,100	-2%	-$117K	1.67%	19
2016 Q2	$5.73M	Buy	102,932 +1,402	+1%	+$77.2K	1.86%	14
2016 Q1	$5.57M	Sell	101,530 -300	-0.3%	-$16.2K	2.19%	12
2015 Q4	$5.46M	Sell	101,830 -460	-0.4%	-$24.9K	1.95%	12
2015 Q3	$5.55M	Buy	102,290 +350	+0.3%	+$19K	2.05%	9
2015 Q2	$5.55M	Buy	101,940 +2,700	+3%	+$148K	1.91%	16
2015 Q1	$5.49M	Sell	99,240 -1,018	-1%	-$56.1K	1.9%	17
2014 Q4	$5.48M	Sell	100,258 -1,050	-1%	-$57.6K	2.02%	15
2014 Q3	$5.54M	Buy	101,308 +5,778	+6%	+$317K	2.12%	11
2014 Q2	$5.26M	Sell	95,530 -1,400	-1%	-$76.8K	2.01%	14
2014 Q1	$5.29M	Sell	96,930 -2,800	-3%	-$152K	2%	11
2013 Q4	$5.38M	Sell	99,730 -1,500	-1%	-$81.2K	2.11%	11
2013 Q3	$5.46M	Sell	101,230 -7,600	-7%	-$408K	2.37%	10
2013 Q2	$5.86M	Buy	+108,830	New	+$6.01M	2.87%	6