Arkadios Wealth 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 | $476K | Buy |
8,928
+595
| +7% | +$31.7K | 0.01% | 846 |
|
|
2025
Q1 | $438K | Sell |
8,333
-212
| -2% | -$11.1K | 0.02% | 750 |
|
|
2024
Q4 | $440K | Sell |
8,545
-966
| -10% | -$49.8K | 0.02% | 594 |
|
|
2024
Q3 | $511K | Buy |
9,511
+1,019
| +12% | +$54.7K | 0.03% | 532 |
|
|
2024
Q2 | $435K | Buy |
8,492
+4,101
| +93% | +$210K | 0.03% | 503 |
|
|
2024
Q1 | $227K | Buy |
4,391
+108
| +3% | +$5.57K | 0.02% | 622 |
|
|
2023
Q4 | $223K | Sell |
4,283
-970
| -18% | -$50.4K | 0.02% | 619 |
|
|
2023
Q3 | $256K | Buy |
+5,253
| New | +$256K | 0.02% | 545 |
|
|
2023
Q2 | – | Sell |
-4,117
| Closed | -$211K | – | 628 |
|
|
2023
Q1 | $211K | Buy |
+4,117
| New | +$211K | 0.03% | 555 |
|
|
2021
Q3 | – | Sell |
-518
| Closed | -$31K | – | 1951 |
|
|
2021
Q2 | $31K | Buy |
518
+3
| +0.6% | +$180 | ﹤0.01% | 1112 |
|
|
2021
Q1 | $30K | Buy |
515
+2
| +0.4% | +$117 | ﹤0.01% | 844 |
|
|
2020
Q4 | $31K | Buy |
+513
| New | +$31K | 0.01% | 649 |
|
|
2020
Q2 | – | Sell |
-289
| Closed | -$15.9K | – | 1043 |
|
|
2020
Q1 | $15.9K | Buy |
289
+8
| +3% | +$440 | 0.01% | 535 |
|
|
2019
Q4 | $16.6K | Buy |
+281
| New | +$16.6K | 0.01% | 495 |
|