Atria Wealth Solutions’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 | $4.81M | Sell |
90,461
-23,931
| -21% | -$1.27M | 0.11% | 216 |
|
2025
Q1 | $6.01M | Sell |
114,392
-26,791
| -19% | -$1.41M | 0.07% | 287 |
|
2024
Q4 | $7.27M | Buy |
141,183
+11,243
| +9% | +$579K | 0.08% | 255 |
|
2024
Q3 | $6.98M | Buy |
129,940
+7,881
| +6% | +$423K | 0.08% | 271 |
|
2024
Q2 | $6.26M | Buy |
122,059
+9,629
| +9% | +$494K | 0.07% | 290 |
|
2024
Q1 | $5.8M | Sell |
112,430
-12,555
| -10% | -$648K | 0.07% | 297 |
|
2023
Q4 | $6.5M | Buy |
124,985
+22,494
| +22% | +$1.17M | 0.08% | 245 |
|
2023
Q3 | $4.99M | Buy |
102,491
+30,983
| +43% | +$1.51M | 0.07% | 293 |
|
2023
Q2 | $3.62M | Sell |
71,508
-5,389
| -7% | -$273K | 0.05% | 375 |
|
2023
Q1 | $3.94M | Buy |
76,897
+22,149
| +40% | +$1.14M | 0.06% | 323 |
|
2022
Q4 | $2.71M | Buy |
54,748
+9,446
| +21% | +$468K | 0.04% | 414 |
|
2022
Q3 | $2.19M | Sell |
45,302
-14,535
| -24% | -$702K | 0.04% | 449 |
|
2022
Q2 | $3.06M | Sell |
59,837
-4,768
| -7% | -$244K | 0.06% | 321 |
|
2022
Q1 | $3.55M | Buy |
+64,605
| New | +$3.55M | 0.06% | 321 |
|