Carson Wealth (CWM LLC)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.6M | Sell |
874,951
-69,666
| -7% | -$3.75M | 0.12% | 163 |
|
|
2025
Q4 | $50.9M | Buy |
944,617
+632,051
| +202% | +$34.2M | 0.14% | 142 |
|
|
2025
Q3 | $16.9M | Buy |
312,566
+61,154
| +24% | +$3.27M | 0.05% | 318 |
|
|
2025
Q2 | $13.4M | Buy |
251,412
+54,602
| +28% | +$2.85M | 0.05% | 327 |
|
|
2025
Q1 | $10.3M | Buy |
196,810
+7,471
| +4% | +$388K | 0.04% | 343 |
|
|
2024
Q4 | $9.75M | Buy |
189,339
+4,200
| +2% | +$220K | 0.04% | 330 |
|
|
2024
Q3 | $9.95M | Buy |
185,139
+77,027
| +71% | +$4.06M | 0.04% | 313 |
|
|
2024
Q2 | $5.54M | Buy |
108,112
+7,680
| +8% | +$391K | 0.03% | 397 |
|
|
2024
Q1 | $5.18M | Buy |
100,432
+16,885
| +20% | +$868K | 0.03% | 412 |
|
|
2023
Q4 | $4.34M | Buy |
83,547
+48,906
| +141% | +$2.42M | 0.02% | 422 |
|
|
2023
Q3 | $1.69M | Buy |
34,641
+2,027
| +6% | +$101K | 0.01% | 587 |
|
|
2023
Q2 | $1.65M | Buy |
32,614
+30,033
| +1,164% | +$1.53M | 0.01% | 560 |
|
|
2023
Q1 | $132K | Buy |
2,581
+1,405
| +119% | +$71.2K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $58K | Buy |
1,176
+218
| +23% | +$10.7K | ﹤0.01% | 1650 |
|
|
2022
Q3 | $46K | Buy |
958
+936
| +4,255% | +$47.9K | ﹤0.01% | 1698 |
|
|
2022
Q2 | $1K | Sell |
22
-72
| -77% | -$3.75K | ﹤0.01% | 3560 |
|
|
2022
Q1 | $5K | Sell |
94
-290
| -76% | -$16.4K | ﹤0.01% | 2836 |
|
|
2021
Q4 | $23K | Buy |
+384
| New | +$22.9K | ﹤0.01% | 1918 |
|
|
2021
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2021
Q1 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q4 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q3 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q1 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q4 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q3 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q2 | $88K | Hold |
1,450
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q1 | $88K | Buy |
1,450
+1,000
| +222% | +$53.8K | ﹤0.01% | 1182 |
|
|
2018
Q4 | $24K | Buy |
450
+282
| +168% | +$14.8K | ﹤0.01% | 1081 |
|
|
2018
Q3 | $9K | Sell |
168
-3,090
| -95% | -$164K | ﹤0.01% | 1187 |
|
|
2018
Q2 | $173K | Buy |
+3,258
| New | +$173K | 0.01% | 446 |
|
|
2017
Q4 | – | Sell |
-5,690
| Closed | -$313K | – | 1510 |
|
|
2017
Q3 | $313K | Buy |
5,690
+1,136
| +25% | +$62.5K | 0.01% | 288 |
|
|
2017
Q2 | $250K | Buy |
4,554
+4,046
| +796% | +$222K | 0.01% | 292 |
|
|
2017
Q1 | $28K | Buy |
508
+372
| +274% | +$20.2K | ﹤0.01% | 548 |
|
|
2016
Q4 | $7K | Sell |
136
-170
| -56% | -$9.29K | ﹤0.01% | 790 |
|
|
2016
Q3 | $17K | Buy |
306
+210
| +219% | +$11.7K | ﹤0.01% | 571 |
|
|
2016
Q2 | $5K | Sell |
96
-30
| -24% | -$1.65K | ﹤0.01% | 627 |
|
|
2016
Q1 | $7K | Buy |
126
+56
| +80% | +$3.02K | ﹤0.01% | 564 |
|
|
2015
Q4 | $4K | Sell |
70
-98
| -58% | -$5.3K | ﹤0.01% | 549 |
|
|
2015
Q3 | $9K | Buy |
+168
| New | +$9.11K | ﹤0.01% | 456 |
|
Other funds holding IGIB
OCM
AC