AAS
Avantax Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
274,755
+12,685
| +5% | +$676K | 0.08% | 195 |
|
|
2025
Q1 | $13.8M | Buy |
262,070
+53,291
| +26% | +$2.8M | 0.08% | 188 |
|
|
2024
Q4 | $10.8M | Sell |
208,779
-12,655
| -6% | -$652K | 0.07% | 211 |
|
|
2024
Q3 | $11.9M | Sell |
221,434
-214,881
| -49% | -$11.5M | 0.08% | 186 |
|
|
2024
Q2 | $22.4M | Buy |
436,315
+73,376
| +20% | +$3.76M | 0.16% | 104 |
|
|
2024
Q1 | $18.7M | Buy |
362,939
+165,259
| +84% | +$8.53M | 0.17% | 96 |
|
|
2023
Q4 | $10.3M | Buy |
197,680
+71,235
| +56% | +$3.7M | 0.1% | 159 |
|
|
2023
Q3 | $6.15M | Buy |
126,445
+17,813
| +16% | +$867K | 0.07% | 215 |
|
|
2023
Q2 | $5.49M | Buy |
108,632
+24,467
| +29% | +$1.24M | 0.06% | 235 |
|
|
2023
Q1 | $4.32M | Buy |
84,165
+36,006
| +75% | +$1.85M | 0.05% | 274 |
|
|
2022
Q4 | $2.38M | Buy |
+48,159
| New | +$2.38M | 0.03% | 373 |
|
|
2022
Q1 | – | Sell |
-5,557
| Closed | -$329K | – | 1327 |
|
|
2021
Q4 | $329K | Buy |
5,557
+125
| +2% | +$7.4K | 0.01% | 934 |
|
|
2021
Q3 | $325K | Sell |
5,432
-156
| -3% | -$9.33K | 0.01% | 889 |
|
|
2021
Q2 | $339K | Sell |
5,588
-9,525
| -63% | -$578K | 0.01% | 854 |
|
|
2021
Q1 | $898K | Buy |
+15,113
| New | +$898K | 0.02% | 454 |
|
|
2020
Q4 | – | Sell |
-13,608
| Closed | -$826K | – | 1128 |
|
|
2020
Q3 | $826K | Buy |
13,608
+10,255
| +306% | +$622K | 0.01% | 595 |
|
|
2020
Q2 | $203K | Sell |
3,353
-849
| -20% | -$51.4K | 0.01% | 783 |
|
|
2020
Q1 | $230K | Buy |
+4,202
| New | +$230K | 0.01% | 669 |
|