Bartlett & Co Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.6M	Buy	123,843 +4,286	+4%	+$228K	0.09%	122
2025 Q1	$6.28M	Sell	119,557 -4,131	-3%	-$217K	0.09%	126
2024 Q4	$6.37M	Buy	123,688 +2,240	+2%	+$115K	0.09%	122
2024 Q3	$6.52M	Sell	121,448 -141	-0.1%	-$7.58K	0.09%	123
2024 Q2	$6.23M	Sell	121,589 -4,696	-4%	-$241K	0.09%	122
2024 Q1	$6.52M	Sell	126,285 -7,850	-6%	-$405K	0.1%	124
2023 Q4	$6.99M	Buy	134,135 +7,415	+6%	+$386K	0.11%	119
2023 Q3	$6.16M	Sell	126,720 -12,700	-9%	-$618K	0.11%	119
2023 Q2	$7.05M	Sell	139,420 -8,472	-6%	-$428K	0.12%	116
2023 Q1	$7.58M	Sell	147,892 -18,397	-11%	-$943K	0.15%	111
2022 Q4	$8.23M	Buy	166,289 +71,901	+76%	+$3.56M	0.17%	104
2022 Q3	$4.56M	Buy	94,388 +12,274	+15%	+$593K	0.1%	131
2022 Q2	$4.19M	Buy	82,114 +45,262	+123%	+$2.31M	0.08%	134
2022 Q1	$2.02M	Buy	36,852 +17,358	+89%	+$952K	0.04%	176
2021 Q4	$1.16M	Sell	19,494 -1,570	-7%	-$93.1K	0.02%	226
2021 Q3	$1.27M	Sell	21,064 -3,275	-13%	-$197K	0.02%	195
2021 Q2	$1.47M	Sell	24,339 -8,580	-26%	-$519K	0.03%	193
2021 Q1	$1.95M	Buy	32,919 +2,300	+8%	+$136K	0.04%	171
2020 Q4	$1.89M	Buy	30,619 +694	+2%	+$42.9K	0.04%	171
2020 Q3	$1.82M	Buy	29,925 +2,735	+10%	+$166K	0.04%	161
2020 Q2	$1.64M	Sell	27,190 -36	-0.1%	-$2.17K	0.04%	164
2020 Q1	$1.5M	Buy	27,226 +2,225	+9%	+$122K	0.05%	171
2019 Q4	$1.45M	Sell	25,001 -570	-2%	-$33K	0.04%	189
2019 Q3	$1.48M	Buy	25,571 +630	+3%	+$36.5K	0.04%	185
2019 Q2	$1.42M	Sell	24,941 -110	-0.4%	-$6.26K	0.05%	150
2019 Q1	$1.38M	Buy	25,051 +110	+0.4%	+$6.07K	0.05%	149
2018 Q4	$1.31M	Sell	24,941 -3,155	-11%	-$165K	0.06%	149
2018 Q3	$1.49M	Sell	28,096 -482	-2%	-$25.6K	0.06%	146
2018 Q2	$1.52M	Sell	28,578 -580	-2%	-$30.8K	0.06%	141
2018 Q1	$1.56M	Buy	+29,158	New	+$1.56M	0.06%	136