B. Riley Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.54M Sell
31,169
-3,746
-11% -$185K 0.05% 329
2024
Q3
$1.86M Buy
34,915
+395
+1% +$21.1K 0.05% 330
2024
Q2
$1.73M Buy
+34,520
New +$1.73M 0.04% 380
2024
Q1
Sell
-5,420
Closed -$286K 1483
2023
Q4
$286K Buy
+5,420
New +$286K 0.01% 1075