CWA
Carolina Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586 | Hold |
11
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $578 | Hold |
11
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $567 | Hold |
11
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $591 | Hold |
11
| – | – | ﹤0.01% | 317 |
|
|
2024
Q2 | $564 | Hold |
11
| – | – | ﹤0.01% | 209 |
|
|
2024
Q1 | $567 | Hold |
11
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $572 | Hold |
11
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $535 | Hold |
11
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $556 | Hold |
11
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $564 | Sell |
11
-309
| -97% | -$15.8K | ﹤0.01% | 244 |
|
|
2022
Q4 | $16K | Sell |
320
-145,186
| -100% | -$7.26M | 0.01% | 134 |
|
|
2022
Q3 | $7.03M | Buy |
145,506
+3,668
| +3% | +$177K | 5.52% | 2 |
|
|
2022
Q2 | $7.24M | Buy |
141,838
+11,552
| +9% | +$590K | 4.78% | 2 |
|
|
2022
Q1 | $7.15M | Buy |
130,286
+4,933
| +4% | +$271K | 4.52% | 2 |
|
|
2021
Q4 | $7.43M | Buy |
125,353
+23,632
| +23% | +$1.4M | 4.2% | 5 |
|
|
2021
Q3 | $6.11M | Buy |
101,721
+2,120
| +2% | +$127K | 4.05% | 4 |
|
|
2021
Q2 | $6.03M | Buy |
99,601
+8,127
| +9% | +$492K | 4.06% | 4 |
|
|
2021
Q1 | $5.42M | Buy |
91,474
+2,605
| +3% | +$154K | 3.95% | 5 |
|
|
2020
Q4 | $5.49M | Buy |
88,869
+10,702
| +14% | +$661K | 4.41% | 3 |
|
|
2020
Q3 | $4.75M | Buy |
78,167
+5,793
| +8% | +$352K | 4.17% | 4 |
|
|
2020
Q2 | $4.37M | Buy |
72,374
+1,201
| +2% | +$72.5K | 4.23% | 5 |
|
|
2020
Q1 | $3.91M | Sell |
71,173
-37,388
| -34% | -$2.05M | 4.52% | 2 |
|
|
2019
Q4 | $6.29M | Buy |
+108,561
| New | +$6.29M | 5.96% | 2 |
|