BA
Bellwether Advisors’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 | $183K | Hold |
3,441
| – | – | 0.03% | 130 |
|
|
2025
Q1 | $181K | Hold |
3,441
| – | – | 0.04% | 133 |
|
|
2024
Q4 | $177K | Buy |
+3,441
| New | +$177K | 0.03% | 145 |
|
|
2023
Q3 | – | Sell |
-4,767
| Closed | -$241K | – | 113 |
|
|
2023
Q2 | $241K | Sell |
4,767
-200
| -4% | -$10.1K | 0.07% | 81 |
|
|
2023
Q1 | $255K | Sell |
4,967
-1,058
| -18% | -$54.3K | 0.07% | 114 |
|
|
2022
Q4 | $298K | Sell |
6,025
-9,836
| -62% | -$487K | 0.09% | 106 |
|
|
2022
Q3 | $765K | Hold |
15,861
| – | – | 0.25% | 59 |
|
|
2022
Q2 | $809K | Sell |
15,861
-1,285
| -7% | -$65.5K | 0.26% | 65 |
|
|
2022
Q1 | $940K | Sell |
17,146
-430
| -2% | -$23.6K | 0.28% | 63 |
|
|
2021
Q4 | $1.04M | Sell |
17,576
-883
| -5% | -$52.3K | 0.32% | 59 |
|
|
2021
Q3 | $1.11M | Hold |
18,459
| – | – | 0.37% | 56 |
|
|
2021
Q2 | $1.12M | Sell |
18,459
-50
| -0.3% | -$3.03K | 0.39% | 57 |
|
|
2021
Q1 | $1.1M | Buy |
18,509
+30
| +0.2% | +$1.78K | 0.43% | 54 |
|
|
2020
Q4 | $1.14M | Buy |
+18,479
| New | +$1.14M | 0.5% | 42 |
|