Aspen Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.38M | Buy |
157,470
+7,016
| +5% | +$378K | 2.57% | 7 |
|
|
2025
Q4 | $8.11M | Buy |
150,454
+5,823
| +4% | +$315K | 2.45% | 7 |
|
|
2025
Q3 | $7.82M | Buy |
144,631
+11,086
| +8% | +$593K | 3.02% | 6 |
|
|
2025
Q2 | $7.12M | Buy |
133,545
+5,903
| +5% | +$308K | 2.99% | 6 |
|
|
2025
Q1 | $6.7M | Buy |
127,642
+2,667
| +2% | +$139K | 3.09% | 3 |
|
|
2024
Q4 | $6.44M | Buy |
124,975
+7,515
| +6% | +$394K | 2.99% | 5 |
|
|
2024
Q3 | $6.31M | Buy |
117,460
+2,844
| +2% | +$150K | 2.94% | 5 |
|
|
2024
Q2 | $5.88M | Buy |
114,616
+4,866
| +4% | +$248K | 2.93% | 5 |
|
|
2024
Q1 | $5.66M | Buy |
109,750
+12,051
| +12% | +$619K | 2.88% | 6 |
|
|
2023
Q4 | $5.08M | Buy |
97,699
+67,688
| +226% | +$3.35M | 2.84% | 6 |
|
|
2023
Q3 | $1.46M | Buy |
30,011
+22,455
| +297% | +$1.12M | 0.88% | 31 |
|
|
2023
Q2 | $382K | Hold |
7,556
| – | – | 0.23% | 103 |
|
|
2023
Q1 | $387K | Hold |
7,556
| – | – | 0.25% | 97 |
|
|
2022
Q4 | $374K | Sell |
7,556
-75
| -1% | -$3.68K | 0.24% | 103 |
|
|
2022
Q3 | $368K | Sell |
7,631
-400
| -5% | -$20.5K | 0.25% | 105 |
|
|
2022
Q2 | $410K | Hold |
8,031
| – | – | 0.26% | 101 |
|
|
2022
Q1 | $441K | Buy |
+8,031
| New | +$455K | 0.23% | 106 |
|
|
2019
Q4 | – | Sell |
-26,210
| Closed | -$1.52M | – | 134 |
|
|
2019
Q3 | $1.52M | Hold |
26,210
| – | – | 1.01% | 27 |
|
|
2019
Q2 | $1.49M | Buy |
26,210
+400
| +2% | +$22.2K | 0.98% | 26 |
|
|
2019
Q1 | $1.42M | Buy |
25,810
+500
| +2% | +$26.9K | 0.99% | 25 |
|
|
2018
Q4 | $1.33M | Sell |
25,310
-200
| -0.8% | -$10.5K | 1.06% | 26 |
|
|
2018
Q3 | $1.35M | Buy |
25,510
+540
| +2% | +$28.7K | 0.9% | 29 |
|
|
2018
Q2 | $1.33M | Buy |
24,970
+518
| +2% | +$27.5K | 0.92% | 30 |
|
|
2018
Q1 | $1.31M | Sell |
24,452
-60,234
| -71% | -$3.24M | 0.94% | 28 |
|
|
2017
Q4 | $4.62M | Sell |
84,686
-7,644
| -8% | -$419K | 3.29% | 3 |
|
|
2017
Q3 | $5.09M | Sell |
92,330
-2,830
| -3% | -$156K | 3.78% | 2 |
|
|
2017
Q2 | $5.22M | Sell |
95,160
-9,700
| -9% | -$532K | 3.93% | 3 |
|
|
2017
Q1 | $5.71M | Sell |
104,860
-4,400
| -4% | -$239K | 4.23% | 3 |
|
|
2016
Q4 | $5.91M | Sell |
109,260
-4,480
| -4% | -$245K | 4.45% | 3 |
|
|
2016
Q3 | $6.33M | Buy |
113,740
+2
| +0% | +$111 | 5.02% | 3 |
|
|
2016
Q2 | $6.33M | Buy |
113,738
+7,992
| +8% | +$440K | 5.21% | 3 |
|
|
2016
Q1 | $5.8M | Buy |
105,746
+616
| +0.6% | +$33.3K | 5.31% | 3 |
|
|
2015
Q4 | $5.64M | Sell |
105,130
-4,540
| -4% | -$246K | 5.61% | 2 |
|
|
2015
Q3 | $5.96M | Buy |
109,670
+3,002
| +3% | +$163K | 5.81% | 2 |
|
|
2015
Q2 | $5.81M | Sell |
106,668
-42
| -0% | -$2.31K | 4.88% | 2 |
|
|
2015
Q1 | $5.91M | Sell |
106,710
-744
| -0.7% | -$41K | 4.72% | 3 |
|
|
2014
Q4 | $5.87M | Buy |
107,454
+2,300
| +2% | +$126K | 4.93% | 3 |
|
|
2014
Q3 | $5.75M | Sell |
105,154
-2,450
| -2% | -$135K | 4.81% | 3 |
|
|
2014
Q2 | $5.93M | Buy |
107,604
+9,460
| +10% | +$519K | 3.62% | 3 |
|
|
2014
Q1 | $5.35M | Buy |
98,144
+82,496
| +527% | +$4.49M | 3.41% | 3 |
|
|
2013
Q4 | $844K | Buy |
15,648
+2,000
| +15% | +$108K | 0.56% | 62 |
|
|
2013
Q3 | $736K | Sell |
13,648
-196,692
| -94% | -$10.6M | 0.52% | 66 |
|
|
2013
Q2 | $11.3M | Buy |
+210,340
| New | +$11.6M | 7.7% | 2 |
|
Other funds holding IGIB
OCM
AC