Avior 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 | $455K | Sell |
8,547
-1,677
| -16% | -$89.4K | 0.02% | 454 |
|
|
2025
Q1 | $537K | Buy |
10,224
+1,904
| +23% | +$100K | 0.02% | 387 |
|
|
2024
Q4 | $429K | Sell |
8,320
-11,043
| -57% | -$569K | 0.02% | 491 |
|
|
2024
Q3 | $1.04M | Sell |
19,363
-1,425
| -7% | -$76.6K | 0.04% | 279 |
|
|
2024
Q2 | $1.07M | Buy |
20,788
+9,799
| +89% | +$502K | 0.05% | 259 |
|
|
2024
Q1 | $567K | Sell |
10,989
-1,457
| -12% | -$75.2K | 0.03% | 407 |
|
|
2023
Q4 | $647K | Sell |
12,446
-2,762
| -18% | -$144K | 0.04% | 285 |
|
|
2023
Q3 | $740K | Buy |
15,208
+1,214
| +9% | +$59.1K | 0.05% | 244 |
|
|
2023
Q2 | $708K | Sell |
13,994
-1,462
| -9% | -$73.9K | 0.05% | 263 |
|
|
2023
Q1 | $793K | Buy |
15,456
+9,959
| +181% | +$511K | 0.05% | 235 |
|
|
2022
Q4 | $272K | Buy |
5,497
+60
| +1% | +$2.97K | 0.02% | 420 |
|
|
2022
Q3 | $262K | Buy |
5,437
+40
| +0.7% | +$1.93K | 0.02% | 408 |
|
|
2022
Q2 | $275K | Buy |
5,397
+881
| +20% | +$44.9K | 0.03% | 372 |
|
|
2022
Q1 | $247K | Buy |
4,516
+130
| +3% | +$7.11K | 0.02% | 405 |
|
|
2021
Q4 | $259K | Buy |
4,386
+43
| +1% | +$2.54K | 0.02% | 401 |
|
|
2021
Q3 | $260K | Buy |
4,343
+24
| +0.6% | +$1.44K | 0.02% | 395 |
|
|
2021
Q2 | $261K | Buy |
4,319
+873
| +25% | +$52.8K | 0.03% | 382 |
|
|
2021
Q1 | $204K | Buy |
3,446
+14
| +0.4% | +$829 | 0.02% | 400 |
|
|
2020
Q4 | $212K | Buy |
3,432
+29
| +0.9% | +$1.79K | 0.03% | 371 |
|
|
2020
Q3 | $206K | Buy |
3,403
+236
| +7% | +$14.3K | 0.03% | 371 |
|
|
2020
Q2 | $191K | Buy |
3,167
+25
| +0.8% | +$1.51K | 0.03% | 386 |
|
|
2020
Q1 | $172K | Sell |
3,142
-403
| -11% | -$22.1K | 0.03% | 361 |
|
|
2019
Q4 | $205K | Buy |
3,545
+582
| +20% | +$33.7K | 0.03% | 369 |
|
|
2019
Q3 | $171K | Buy |
2,963
+25
| +0.9% | +$1.44K | 0.03% | 375 |
|
|
2019
Q2 | $167K | Buy |
2,938
+28
| +1% | +$1.59K | 0.03% | 377 |
|
|
2019
Q1 | $160K | Buy |
2,910
+19
| +0.7% | +$1.05K | 0.03% | 366 |
|
|
2018
Q4 | $151K | Buy |
2,891
+40
| +1% | +$2.09K | 0.04% | 371 |
|
|
2018
Q3 | $151K | Buy |
2,851
+23
| +0.8% | +$1.22K | 0.03% | 397 |
|
|
2018
Q2 | $150K | Sell |
2,828
-124
| -4% | -$6.58K | 0.03% | 393 |
|
|
2018
Q1 | $158K | Buy |
2,952
+270
| +10% | +$14.5K | 0.04% | 367 |
|
|
2017
Q4 | $146K | Buy |
2,682
+8
| +0.3% | +$435 | 0.03% | 397 |
|
|
2017
Q3 | $147K | Buy |
+2,674
| New | +$147K | 0.05% | 148 |
|
|
2017
Q2 | – | Sell |
-2,664
| Closed | -$142K | – | 466 |
|
|
2017
Q1 | $142K | Buy |
2,664
+2
| +0.1% | +$107 | 0.05% | 159 |
|
|
2016
Q4 | $144K | Buy |
2,662
+656
| +33% | +$35.5K | 0.05% | 148 |
|
|
2016
Q3 | $112K | Buy |
2,006
+1,848
| +1,170% | +$103K | 0.04% | 164 |
|
|
2016
Q2 | $9K | Buy |
158
+108
| +216% | +$6.15K | ﹤0.01% | 343 |
|
|
2016
Q1 | $3K | Buy |
50
+46
| +1,150% | +$2.76K | ﹤0.01% | 416 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 464 |
|