AWM
Axxcess Wealth Management’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 | $542K | Buy |
10,162
+368
| +4% | +$19.6K | 0.01% | 571 |
|
|
2025
Q1 | $514K | Buy |
9,794
+5,311
| +118% | +$279K | 0.01% | 543 |
|
|
2024
Q4 | $231K | Buy |
+4,483
| New | +$231K | 0.01% | 761 |
|
|
2024
Q2 | – | Sell |
-19,914
| Closed | -$1.03M | – | 901 |
|
|
2024
Q1 | $1.03M | Sell |
19,914
-15,173
| -43% | -$783K | 0.03% | 364 |
|
|
2023
Q4 | $1.82M | Sell |
35,087
-1,238
| -3% | -$64.4K | 0.05% | 259 |
|
|
2023
Q3 | $1.77M | Sell |
36,325
-812
| -2% | -$39.5K | 0.06% | 225 |
|
|
2023
Q2 | $1.88M | Sell |
37,137
-9,768
| -21% | -$494K | 0.14% | 142 |
|
|
2023
Q1 | $2.41M | Buy |
46,905
+2,841
| +6% | +$146K | 0.18% | 115 |
|
|
2022
Q4 | $2.18M | Buy |
44,064
+36,741
| +502% | +$1.82M | 0.18% | 115 |
|
|
2022
Q3 | $354K | Sell |
7,323
-597
| -8% | -$28.9K | 0.03% | 369 |
|
|
2022
Q2 | $404K | Buy |
7,920
+270
| +4% | +$13.8K | 0.04% | 343 |
|
|
2022
Q1 | $420K | Buy |
7,650
+2,125
| +38% | +$117K | 0.03% | 391 |
|
|
2021
Q4 | $327K | Buy |
+5,525
| New | +$327K | 0.02% | 449 |
|