Brady Family Wealth’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 | – | Sell |
-4,765
| Closed | -$250K | – | 114 |
|
2025
Q1 | $250K | Sell |
4,765
-51
| -1% | -$2.68K | 0.08% | 103 |
|
2024
Q4 | $248K | Sell |
4,816
-50
| -1% | -$2.58K | 0.08% | 105 |
|
2024
Q3 | $261K | Sell |
4,866
-314
| -6% | -$16.9K | 0.08% | 106 |
|
2024
Q2 | $266K | Sell |
5,180
-403
| -7% | -$20.7K | 0.09% | 102 |
|
2024
Q1 | $288K | Sell |
5,583
-237
| -4% | -$12.2K | 0.09% | 104 |
|
2023
Q4 | $303K | Hold |
5,820
| – | – | 0.1% | 103 |
|
2023
Q3 | $283K | Sell |
5,820
-17
| -0.3% | -$827 | 0.11% | 100 |
|
2023
Q2 | $295K | Sell |
5,837
-189
| -3% | -$9.56K | 0.11% | 102 |
|
2023
Q1 | $309K | Sell |
6,026
-64
| -1% | -$3.28K | 0.12% | 99 |
|
2022
Q4 | $302K | Buy |
+6,090
| New | +$302K | 0.12% | 101 |
|