Bragg Financial Advisors’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 |
-7,016
| Closed | -$361K | – | 335 |
|
|
2024
Q4 | $361K | Buy |
7,016
+16
| +0.2% | +$824 | 0.01% | 282 |
|
|
2024
Q3 | $376K | Sell |
7,000
-350
| -5% | -$18.8K | 0.02% | 266 |
|
|
2024
Q2 | $377K | Hold |
7,350
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $379K | Sell |
7,350
-4,900
| -40% | -$253K | 0.02% | 264 |
|
|
2023
Q4 | $637K | Sell |
12,250
-1,075
| -8% | -$55.9K | 0.03% | 228 |
|
|
2023
Q3 | $648K | Sell |
13,325
-490
| -4% | -$23.8K | 0.03% | 225 |
|
|
2023
Q2 | $699K | Buy |
13,815
+650
| +5% | +$32.9K | 0.04% | 223 |
|
|
2023
Q1 | $675K | Hold |
13,165
| – | – | 0.04% | 221 |
|
|
2022
Q4 | $652K | Buy |
13,165
+7,500
| +132% | +$371K | 0.04% | 220 |
|
|
2022
Q3 | $274K | Buy |
+5,665
| New | +$274K | 0.02% | 266 |
|
|
2022
Q2 | – | Sell |
-4,275
| Closed | -$235K | – | 305 |
|
|
2022
Q1 | $235K | Buy |
+4,275
| New | +$235K | 0.01% | 296 |
|
|
2020
Q1 | – | Sell |
-4,220
| Closed | -$245K | – | 263 |
|
|
2019
Q4 | $245K | Sell |
4,220
-242
| -5% | -$14.1K | 0.03% | 250 |
|
|
2019
Q3 | $258K | Sell |
4,462
-876
| -16% | -$50.7K | 0.03% | 250 |
|
|
2019
Q2 | $304K | Buy |
5,338
+876
| +20% | +$49.9K | 0.04% | 233 |
|
|
2019
Q1 | $246K | Sell |
4,462
-660
| -13% | -$36.4K | 0.03% | 246 |
|
|
2018
Q4 | $268K | Sell |
5,122
-590
| -10% | -$30.9K | 0.04% | 227 |
|
|
2018
Q3 | $303K | Hold |
5,712
| – | – | 0.04% | 227 |
|
|
2018
Q2 | $303K | Sell |
5,712
-1,120
| -16% | -$59.4K | 0.04% | 226 |
|
|
2018
Q1 | $366K | Sell |
6,832
-1,790
| -21% | -$95.9K | 0.05% | 218 |
|
|
2017
Q4 | $471K | Hold |
8,622
| – | – | 0.07% | 198 |
|
|
2017
Q3 | $475K | Sell |
8,622
-520
| -6% | -$28.6K | 0.07% | 195 |
|
|
2017
Q2 | $502K | Sell |
9,142
-300
| -3% | -$16.5K | 0.08% | 196 |
|
|
2017
Q1 | $514K | Sell |
9,442
-1,808
| -16% | -$98.4K | 0.08% | 200 |
|
|
2016
Q4 | $609K | Sell |
11,250
-210
| -2% | -$11.4K | 0.1% | 190 |
|
|
2016
Q3 | $638K | Sell |
11,460
-190
| -2% | -$10.6K | 0.11% | 185 |
|
|
2016
Q2 | $648K | Hold |
11,650
| – | – | 0.12% | 180 |
|
|
2016
Q1 | $639K | Sell |
11,650
-110
| -0.9% | -$6.03K | 0.12% | 179 |
|
|
2015
Q4 | $631K | Sell |
11,760
-480
| -4% | -$25.8K | 0.14% | 172 |
|
|
2015
Q3 | $665K | Sell |
12,240
-1,250
| -9% | -$67.9K | 0.16% | 156 |
|
|
2015
Q2 | $734K | Sell |
13,490
-110
| -0.8% | -$5.99K | 0.17% | 157 |
|
|
2015
Q1 | $753K | Buy |
13,600
+150
| +1% | +$8.31K | 0.17% | 153 |
|
|
2014
Q4 | $735K | Sell |
13,450
-2,154
| -14% | -$118K | 0.18% | 152 |
|
|
2014
Q3 | $853K | Hold |
15,604
| – | – | 0.22% | 140 |
|
|
2014
Q2 | $860K | Sell |
15,604
-270
| -2% | -$14.9K | 0.21% | 148 |
|
|
2014
Q1 | $866K | Hold |
15,874
| – | – | 0.21% | 145 |
|
|
2013
Q4 | $856K | Sell |
15,874
-1,050
| -6% | -$56.6K | 0.21% | 149 |
|
|
2013
Q3 | $913K | Sell |
16,924
-190
| -1% | -$10.3K | 0.24% | 140 |
|
|
2013
Q2 | $922K | Buy |
+17,114
| New | +$922K | 0.25% | 140 |
|