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Concentric Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Concentric Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.22M Buy
153,052
+5,853
+4% +$314K 2.01% 13
2024
Q2 		$7.55M Sell
147,199
-811
-0.5% -$41.6K 1.97% 13
2024
Q1 		$7.64M Buy
148,010
+9,436
+7% +$487K 2.03% 13
2023
Q4 		$7.21M Buy
+138,574
New +$7.21M 2.09% 11