Brown 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
Q2
$1.12M Sell
21,095
-1,274
-6% -$67.9K 0.44% 82
2025
Q1
$1.17M Sell
22,369
-53,055
-70% -$2.79M 0.48% 77
2024
Q4
$3.89M Sell
75,424
-13,914
-16% -$717K 1.56% 14
2024
Q3
$4.8M Sell
89,338
-21,346
-19% -$1.15M 1.98% 9
2024
Q2
$5.67M Buy
+110,684
New +$5.67M 2.54% 4