Congress Wealth Management’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 | $314K | Buy |
5,890
+1,290
| +28% | +$68.7K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $242K | Sell |
4,600
-569
| -11% | -$29.9K | ﹤0.01% | 990 |
|
|
2024
Q4 | $266K | Buy |
5,169
+414
| +9% | +$21.3K | ﹤0.01% | 791 |
|
|
2024
Q3 | $255K | Buy |
4,755
+588
| +14% | +$31.6K | ﹤0.01% | 770 |
|
|
2024
Q2 | $214K | Buy |
+4,167
| New | +$214K | ﹤0.01% | 695 |
|
|
2022
Q2 | – | Sell |
-3,952
| Closed | -$216K | – | 584 |
|
|
2022
Q1 | $216K | Buy |
+3,952
| New | +$216K | ﹤0.01% | 567 |
|