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