Beacon Bridge Wealth Partners’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 | $240K | Sell |
4,502
-12,344
| -73% | -$658K | 0.1% | 78 |
|
|
2025
Q1 | $885K | Hold |
16,846
| – | – | 0.38% | 48 |
|
|
2024
Q4 | $868K | Sell |
16,846
-33
| -0.2% | -$1.7K | 0.37% | 52 |
|
|
2024
Q3 | $907K | Sell |
16,879
-1,260
| -7% | -$67.7K | 0.39% | 47 |
|
|
2024
Q2 | $930K | Sell |
18,139
-7,238
| -29% | -$371K | 0.43% | 47 |
|
|
2024
Q1 | $1.31M | Sell |
25,377
-5,754
| -18% | -$297K | 0.62% | 38 |
|
|
2023
Q4 | $1.62M | Sell |
31,131
-5,500
| -15% | -$286K | 0.81% | 32 |
|
|
2023
Q3 | $1.78M | Buy |
36,631
+468
| +1% | +$22.8K | 0.94% | 31 |
|
|
2023
Q2 | $1.83M | Buy |
36,163
+12,304
| +52% | +$622K | 0.93% | 27 |
|
|
2023
Q1 | $1.22M | Buy |
23,859
+13,650
| +134% | +$700K | 0.73% | 27 |
|
|
2022
Q4 | $505K | Buy |
+10,209
| New | +$505K | 0.37% | 35 |
|