AWE
Avidian Wealth Enterprises’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 | $19.8M | Buy |
371,222
+18,573
| +5% | +$990K | 0.8% | 29 |
|
|
2025
Q1 | $18.5M | Buy |
352,649
+74,155
| +27% | +$3.89M | 0.82% | 28 |
|
|
2024
Q4 | $14.3M | Buy |
278,494
+15,041
| +6% | +$775K | 0.64% | 31 |
|
|
2024
Q3 | $14.2M | Buy |
263,453
+9,014
| +4% | +$484K | 0.64% | 32 |
|
|
2024
Q2 | $13M | Sell |
254,439
-2,892
| -1% | -$148K | 0.54% | 32 |
|
|
2024
Q1 | $13.3M | Buy |
257,331
+208,559
| +428% | +$10.8M | 0.64% | 29 |
|
|
2023
Q4 | $2.54M | Sell |
48,772
-25,929
| -35% | -$1.35M | 0.16% | 89 |
|
|
2023
Q3 | $3.63M | Buy |
74,701
+2,475
| +3% | +$120K | 0.26% | 74 |
|
|
2023
Q2 | $3.65M | Buy |
72,226
+47,087
| +187% | +$2.38M | 0.24% | 80 |
|
|
2023
Q1 | $1.29M | Buy |
25,139
+10,824
| +76% | +$555K | 0.07% | 171 |
|
|
2022
Q4 | $709K | Sell |
14,315
-2,729
| -16% | -$135K | 0.05% | 222 |
|
|
2022
Q3 | $823K | Buy |
17,044
+5,162
| +43% | +$249K | 0.06% | 171 |
|
|
2022
Q2 | $607K | Sell |
11,882
-969
| -8% | -$49.5K | 0.04% | 237 |
|
|
2022
Q1 | $705K | Buy |
12,851
+1,954
| +18% | +$107K | 0.04% | 235 |
|
|
2021
Q4 | $646K | Hold |
10,897
| – | – | 0.04% | 249 |
|
|
2021
Q3 | $654K | Sell |
10,897
-3,741
| -26% | -$225K | 0.05% | 179 |
|
|
2021
Q2 | $886K | Hold |
14,638
| – | – | 0.07% | 143 |
|
|
2021
Q1 | $867K | Hold |
14,638
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $904K | Buy |
14,638
+2,100
| +17% | +$130K | 0.09% | 121 |
|
|
2020
Q3 | $762K | Buy |
12,538
+7,434
| +146% | +$452K | 0.09% | 114 |
|
|
2020
Q2 | $308K | Sell |
5,104
-21,434
| -81% | -$1.29M | 0.04% | 188 |
|
|
2020
Q1 | $1.46M | Buy |
26,538
+16,598
| +167% | +$911K | 0.23% | 56 |
|
|
2019
Q4 | $576K | Buy |
9,940
+3,457
| +53% | +$200K | 0.08% | 101 |
|
|
2019
Q3 | $376K | Buy |
+6,483
| New | +$376K | 0.06% | 123 |
|