Atticus Wealth 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 | – | Hold |
0
| – | -$1 | – | 687 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1 | – | 510 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 528 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1 | – | 542 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1 | – | 533 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1 | – | 548 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 561 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1 | – | 596 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1 | – | 586 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 545 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$20K | – | 587 |
|
|
2022
Q3 | $20K | Hold |
400
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $20K | Sell |
400
-400
| -50% | -$20K | 0.01% | 338 |
|
|
2022
Q1 | $44K | Hold |
800
| – | – | 0.02% | 259 |
|
|
2021
Q4 | $47K | Buy |
800
+500
| +167% | +$29.4K | 0.02% | 231 |
|
|
2021
Q3 | $18K | Sell |
300
-42
| -12% | -$2.52K | 0.01% | 318 |
|
|
2021
Q2 | $21K | Sell |
342
-345
| -50% | -$21.2K | 0.01% | 289 |
|
|
2021
Q1 | $41K | Buy |
687
+41
| +6% | +$2.45K | 0.02% | 229 |
|
|
2020
Q4 | $40K | Hold |
646
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $39K | Sell |
646
-75
| -10% | -$4.53K | 0.02% | 193 |
|
|
2020
Q2 | $44K | Sell |
721
-4,092
| -85% | -$250K | 0.03% | 176 |
|
|
2020
Q1 | $264K | Sell |
4,813
-152
| -3% | -$8.34K | 0.21% | 66 |
|
|
2019
Q4 | $288K | Buy |
+4,965
| New | +$288K | 0.18% | 69 |
|