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 Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.12M Buy
133,545
+5,903
+5% +$315K 2.99% 6
2025
Q1
$6.7M Buy
127,642
+2,667
+2% +$140K 3.09% 3
2024
Q4
$6.44M Buy
124,975
+7,515
+6% +$387K 2.99% 5
2024
Q3
$6.31M Buy
117,460
+2,844
+2% +$153K 2.94% 5
2024
Q2
$5.88M Buy
114,616
+4,866
+4% +$249K 2.93% 5
2024
Q1
$5.66M Buy
109,750
+12,051
+12% +$622K 2.88% 6
2023
Q4
$5.08M Buy
97,699
+67,688
+226% +$3.52M 2.84% 6
2023
Q3
$1.46M Buy
30,011
+22,455
+297% +$1.09M 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% -$3.71K 0.24% 103
2022
Q3
$368K Sell
7,631
-400
-5% -$19.3K 0.25% 105
2022
Q2
$410K Hold
8,031
0.26% 101
2022
Q1
$441K Buy
+8,031
New +$441K 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% +$22.8K 0.98% 26
2019
Q1
$1.42M Buy
25,810
+500
+2% +$27.6K 0.99% 25
2018
Q4
$1.33M Sell
25,310
-200
-0.8% -$10.5K 1.06% 26
2018
Q3
$1.36M 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% -$3.23M 0.94% 28
2017
Q4
$4.62M Sell
84,686
-7,644
-8% -$417K 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% -$240K 4.23% 3
2016
Q4
$5.91M Sell
109,260
-4,480
-4% -$242K 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% +$445K 5.21% 3
2016
Q1
$5.8M Buy
105,746
+616
+0.6% +$33.8K 5.31% 3
2015
Q4
$5.64M Sell
105,130
-4,540
-4% -$244K 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% -$2.29K 4.88% 2
2015
Q1
$5.91M Sell
106,710
-744
-0.7% -$41.2K 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% -$134K 4.81% 3
2014
Q2
$5.93M Buy
107,604
+9,460
+10% +$521K 3.62% 3
2014
Q1
$5.35M Buy
98,144
+82,496
+527% +$4.5M 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 +$11.3M 7.7% 2