Colton Groome 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 | $9.83M | Buy |
184,450
+23,392
| +15% | +$1.25M | 3.33% | 5 |
|
|
2025
Q1 | $8.45M | Buy |
161,058
+67,601
| +72% | +$3.55M | 3.28% | 6 |
|
|
2024
Q4 | $4.81M | Buy |
+93,457
| New | +$4.81M | 1.84% | 11 |
|
|
2023
Q4 | – | Sell |
-6,475
| Closed | -$315K | – | 126 |
|
|
2023
Q3 | $315K | Sell |
6,475
-25
| -0.4% | -$1.22K | 0.16% | 87 |
|
|
2023
Q2 | $329K | Sell |
6,500
-775
| -11% | -$39.2K | 0.15% | 92 |
|
|
2023
Q1 | $373K | Sell |
7,275
-550
| -7% | -$28.2K | 0.18% | 96 |
|
|
2022
Q4 | $387K | Sell |
7,825
-16,077
| -67% | -$796K | 0.19% | 86 |
|
|
2022
Q3 | $1.15M | Buy |
23,902
+1,323
| +6% | +$63.9K | 0.59% | 40 |
|
|
2022
Q2 | $1.15M | Buy |
22,579
+488
| +2% | +$24.9K | 0.58% | 35 |
|
|
2022
Q1 | $1.21M | Buy |
22,091
+12,445
| +129% | +$683K | 0.56% | 38 |
|
|
2021
Q4 | $572K | Buy |
9,646
+1,747
| +22% | +$104K | 0.23% | 68 |
|
|
2021
Q3 | $474K | Buy |
7,899
+2,274
| +40% | +$136K | 0.21% | 71 |
|
|
2021
Q2 | $340K | Buy |
5,625
+700
| +14% | +$42.3K | 0.16% | 90 |
|
|
2021
Q1 | $292K | Buy |
+4,925
| New | +$292K | 0.16% | 58 |
|
|
2020
Q1 | – | Sell |
-50,524
| Closed | -$2.93M | – | 71 |
|
|
2019
Q4 | $2.93M | Buy |
50,524
+1,181
| +2% | +$68.5K | 2.1% | 16 |
|
|
2019
Q3 | $2.84M | Buy |
+49,343
| New | +$2.84M | 2.1% | 18 |
|