Apriem Advisors’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 | $246K | Buy |
4,610
+5
| +0.1% | +$266 | 0.03% | 162 |
|
|
2025
Q1 | $242K | Sell |
4,605
-298
| -6% | -$15.7K | 0.03% | 157 |
|
|
2024
Q4 | $253K | Buy |
4,903
+6
| +0.1% | +$309 | 0.03% | 161 |
|
|
2024
Q3 | $263K | Sell |
4,897
-195
| -4% | -$10.5K | 0.03% | 146 |
|
|
2024
Q2 | $261K | Sell |
5,092
-713
| -12% | -$36.6K | 0.03% | 146 |
|
|
2024
Q1 | $300K | Buy |
5,805
+19
| +0.3% | +$980 | 0.04% | 133 |
|
|
2023
Q4 | $301K | Sell |
5,786
-288
| -5% | -$15K | 0.04% | 121 |
|
|
2023
Q3 | $296K | Sell |
6,074
-3,298
| -35% | -$160K | 0.04% | 114 |
|
|
2023
Q2 | $474K | Sell |
9,372
-1,541
| -14% | -$77.9K | 0.07% | 97 |
|
|
2023
Q1 | $560K | Sell |
10,913
-1,745
| -14% | -$89.5K | 0.09% | 86 |
|
|
2022
Q4 | $627K | Sell |
12,658
-2,391
| -16% | -$118K | 0.11% | 81 |
|
|
2022
Q3 | $727K | Sell |
15,049
-844
| -5% | -$40.8K | 0.13% | 74 |
|
|
2022
Q2 | $811K | Sell |
15,893
-1,394
| -8% | -$71.1K | 0.14% | 68 |
|
|
2022
Q1 | $949K | Sell |
17,287
-1,377
| -7% | -$75.6K | 0.14% | 67 |
|
|
2021
Q4 | $1.11M | Buy |
18,664
+149
| +0.8% | +$8.83K | 0.16% | 64 |
|
|
2021
Q3 | $1.11M | Buy |
18,515
+4
| +0% | +$240 | 0.16% | 60 |
|
|
2021
Q2 | $1.12M | Sell |
18,511
-65
| -0.3% | -$3.93K | 0.17% | 58 |
|
|
2021
Q1 | $1.1M | Buy |
18,576
+372
| +2% | +$22K | 0.17% | 55 |
|
|
2020
Q4 | $1.13M | Buy |
18,204
+2,155
| +13% | +$133K | 0.2% | 47 |
|
|
2020
Q3 | $976K | Buy |
16,049
+655
| +4% | +$39.8K | 0.18% | 54 |
|
|
2020
Q2 | $929K | Sell |
15,394
-3,146
| -17% | -$190K | 0.19% | 56 |
|
|
2020
Q1 | $1.02M | Hold |
18,540
| – | – | 0.25% | 50 |
|
|
2019
Q4 | $1.08M | Buy |
18,540
+300
| +2% | +$17.4K | 0.21% | 48 |
|
|
2019
Q3 | $1.06M | Sell |
18,240
-200
| -1% | -$11.6K | 0.23% | 52 |
|
|
2019
Q2 | $1.05M | Sell |
18,440
-100
| -0.5% | -$5.69K | 0.33% | 51 |
|
|
2019
Q1 | $1.02M | Sell |
18,540
-2,100
| -10% | -$116K | 0.27% | 47 |
|
|
2018
Q4 | $1.08M | Sell |
20,640
-1,000
| -5% | -$52.4K | 0.38% | 46 |
|
|
2018
Q3 | $1.15M | Sell |
21,640
-270
| -1% | -$14.3K | 0.25% | 52 |
|
|
2018
Q2 | $1.16M | Sell |
21,910
-58,940
| -73% | -$3.13M | 0.26% | 50 |
|
|
2018
Q1 | $4.34M | Sell |
80,850
-600
| -0.7% | -$32.2K | 1.06% | 28 |
|
|
2017
Q4 | $4.45M | Buy |
81,450
+2,992
| +4% | +$163K | 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% | -$6.59K | 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% | -$941K | 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% | +$78K | 1.86% | 14 |
|
|
2016
Q1 | $5.57M | Sell |
101,530
-300
| -0.3% | -$16.5K | 2.19% | 12 |
|
|
2015
Q4 | $5.46M | Sell |
101,830
-460
| -0.4% | -$24.7K | 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% | +$147K | 1.91% | 16 |
|
|
2015
Q1 | $5.49M | Sell |
99,240
-1,018
| -1% | -$56.3K | 1.9% | 17 |
|
|
2014
Q4 | $5.48M | Sell |
100,258
-1,050
| -1% | -$57.4K | 2.02% | 15 |
|
|
2014
Q3 | $5.54M | Buy |
101,308
+5,778
| +6% | +$316K | 2.12% | 11 |
|
|
2014
Q2 | $5.26M | Sell |
95,530
-1,400
| -1% | -$77.1K | 2.01% | 14 |
|
|
2014
Q1 | $5.29M | Sell |
96,930
-2,800
| -3% | -$153K | 2% | 11 |
|
|
2013
Q4 | $5.38M | Sell |
99,730
-1,500
| -1% | -$80.9K | 2.11% | 11 |
|
|
2013
Q3 | $5.46M | Sell |
101,230
-7,600
| -7% | -$410K | 2.37% | 10 |
|
|
2013
Q2 | $5.86M | Buy |
+108,830
| New | +$5.86M | 2.87% | 6 |
|