Concurrent Investment 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 | $2.14M | Buy |
40,075
+2,748
| +7% | +$146K | 0.04% | 413 |
|
|
2025
Q1 | $1.96M | Buy |
37,327
+3,618
| +11% | +$190K | 0.05% | 365 |
|
|
2024
Q4 | $1.74M | Buy |
33,709
+3,622
| +12% | +$187K | 0.05% | 355 |
|
|
2024
Q3 | $1.62M | Buy |
30,087
+6,460
| +27% | +$347K | 0.05% | 362 |
|
|
2024
Q2 | $1.21M | Buy |
23,627
+214
| +0.9% | +$11K | 0.04% | 385 |
|
|
2024
Q1 | $1.21M | Buy |
23,413
+3,653
| +18% | +$188K | 0.05% | 343 |
|
|
2023
Q4 | $1.03M | Buy |
+19,760
| New | +$1.03M | 0.05% | 332 |
|