Belpointe Asset Management’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
Q1 | – | Sell |
-6,664
| Closed | -$353K | – | 975 |
|
|
2024
Q4 | $353K | Buy |
6,664
+73
| +1% | +$3.87K | 0.02% | 599 |
|
|
2024
Q3 | $354K | Sell |
6,591
-125
| -2% | -$6.72K | 0.02% | 607 |
|
|
2024
Q2 | $344K | Sell |
6,716
-953
| -12% | -$48.9K | 0.02% | 543 |
|
|
2024
Q1 | $396K | Buy |
+7,669
| New | +$396K | 0.03% | 498 |
|
|
2023
Q2 | – | Sell |
-4,457
| Closed | -$229K | – | 1872 |
|
|
2023
Q1 | $229K | Sell |
4,457
-6,657
| -60% | -$341K | 0.01% | 873 |
|
|
2022
Q4 | $550K | Buy |
11,114
+6,616
| +147% | +$328K | 0.03% | 496 |
|
|
2022
Q3 | $218K | Buy |
4,498
+209
| +5% | +$10.1K | 0.01% | 796 |
|
|
2022
Q2 | $219K | Sell |
4,289
-489
| -10% | -$25K | 0.01% | 790 |
|
|
2022
Q1 | $262K | Buy |
4,778
+893
| +23% | +$49K | 0.02% | 793 |
|
|
2021
Q4 | $230K | Sell |
3,885
-3,436
| -47% | -$203K | 0.01% | 841 |
|
|
2021
Q3 | $440K | Buy |
7,321
+4,997
| +215% | +$300K | 0.03% | 546 |
|
|
2021
Q2 | $140K | Buy |
+2,324
| New | +$140K | 0.01% | 979 |
|
|
2020
Q3 | – | Sell |
-2,022
| Closed | -$122K | – | 802 |
|
|
2020
Q2 | $122K | Buy |
+2,022
| New | +$122K | 0.02% | 660 |
|