Boltwood Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Boltwood Capital Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	24,231 +323	+1%	+$17.2K	0.3%	76
2026 Q1	$1.27M	Sell	23,908 -630	-3%	-$33.9K	0.32%	72
2025 Q4	$1.32M	Buy	24,538 +635	+3%	+$34.3K	0.34%	69
2025 Q3	$1.29M	Buy	23,903 +513	+2%	+$27.4K	0.34%	69
2025 Q2	$1.25M	Sell	23,390 -55	-0.2%	-$2.87K	0.35%	68
2025 Q1	$1.23M	Sell	23,445 -22	-0.1%	-$1.14K	0.37%	66
2024 Q4	$1.21M	Buy	23,467 +185	+0.8%	+$9.69K	0.37%	66
2024 Q3	$1.25M	Buy	23,282 +1,212	+5%	+$63.9K	0.37%	66
2024 Q2	$1.13M	Buy	22,070 +2,365	+12%	+$120K	0.35%	68
2024 Q1	$1.02M	Buy	19,705 +430	+2%	+$22.1K	0.32%	75
2023 Q4	$1M	Buy	19,275 +1,666	+9%	+$82.4K	0.33%	75
2023 Q3	$857K	Buy	17,609 +559	+3%	+$27.8K	0.32%	77
2023 Q2	$862K	Buy	17,050 +1,005	+6%	+$51.1K	0.31%	81
2023 Q1	$823K	Buy	16,045 +445	+3%	+$22.5K	0.31%	82
2022 Q4	$772K	Sell	15,600 -3,715	-19%	-$182K	0.31%	78
2022 Q3	$933K	Buy	19,315 +115	+0.6%	+$5.88K	0.43%	66
2022 Q2	$980K	Buy	19,200 +8,466	+79%	+$441K	0.42%	68
2022 Q1	$589K	Buy	10,734 +1,870	+21%	+$106K	0.23%	105
2021 Q4	$525K	Buy	8,864 +2,514	+40%	+$150K	0.19%	108
2021 Q3	$381K	Buy	6,350 +1,500	+31%	+$91.1K	0.15%	124
2021 Q2	$294K	Hold	4,850	–	–	0.12%	137
2021 Q1	$287K	Hold	4,850	–	–	0.13%	132
2020 Q4	$300K	Hold	4,850	–	–	0.15%	125
2020 Q3	$295K	Sell	4,850 -1,140	-19%	-$69.5K	0.16%	123
2020 Q2	$362K	Hold	5,990	–	–	0.22%	101
2020 Q1	$329K	Buy	5,990 +850	+17%	+$49.1K	0.23%	105
2019 Q4	$298K	Hold	5,140	–	–	0.17%	121
2019 Q3	$298K	Hold	5,140	–	–	0.19%	116
2019 Q2	$293K	Hold	5,140	–	–	0.19%	116
2019 Q1	$283K	Hold	5,140	–	–	0.18%	118
2018 Q4	$269K	Hold	5,140	–	–	0.18%	110
2018 Q3	$272K	Sell	5,140 -6,200	-55%	-$330K	0.16%	121
2018 Q2	$602K	Sell	11,340 -4,400	-28%	-$234K	0.39%	84
2018 Q1	$843K	Buy	15,740 +1,600	+11%	+$86.2K	0.58%	56
2017 Q4	$772K	Hold	14,140	–	–	0.47%	62
2017 Q3	$778K	Sell	14,140 -580	-4%	-$31.9K	0.51%	65
2017 Q2	$807K	Hold	14,720	–	–	0.55%	64
2017 Q1	$801K	Hold	14,720	–	–	0.56%	63
2016 Q4	$796K	Hold	14,720	–	–	0.61%	55
2016 Q3	$819K	Buy	14,720 +140	+1%	+$7.79K	0.66%	53
2016 Q2	$811K	Hold	14,580	–	–	0.67%	51
2016 Q1	$800K	Hold	14,580	–	–	0.7%	49
2015 Q4	$782K	Buy	+14,580	New	+$789K	0.72%	45

Other funds holding IGIB

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

APIM

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return