DWM
Destination Wealth Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Buy |
30,691
+136
| +0.4% | +$3.28K | 0.02% | 144 |
|
|
2025
Q1 | $734K | Buy |
30,555
+95
| +0.3% | +$2.28K | 0.02% | 141 |
|
|
2024
Q4 | $741K | Buy |
30,460
+168
| +0.6% | +$4.09K | 0.02% | 135 |
|
|
2024
Q3 | $735K | Buy |
30,292
+154
| +0.5% | +$3.74K | 0.02% | 133 |
|
|
2024
Q2 | $732K | Buy |
30,138
+131
| +0.4% | +$3.18K | 0.02% | 130 |
|
|
2024
Q1 | $738K | Buy |
30,007
+143
| +0.5% | +$3.52K | 0.02% | 129 |
|
|
2023
Q4 | $722K | Buy |
29,864
+149
| +0.5% | +$3.6K | 0.03% | 136 |
|
|
2023
Q3 | $711K | Buy |
29,715
+146
| +0.5% | +$3.5K | 0.03% | 131 |
|
|
2023
Q2 | $703K | Buy |
29,569
+112
| +0.4% | +$2.66K | 0.03% | 135 |
|
|
2023
Q1 | $688K | Buy |
29,457
+122
| +0.4% | +$2.85K | 0.03% | 134 |
|
|
2022
Q4 | $681K | Buy |
29,335
+100
| +0.3% | +$2.32K | 0.03% | 131 |
|
|
2022
Q3 | $656K | Buy |
29,235
+6,953
| +31% | +$156K | 0.03% | 123 |
|
|
2022
Q2 | $514K | Sell |
22,282
-6,922
| -24% | -$160K | 0.02% | 139 |
|
|
2022
Q1 | $704K | Hold |
29,204
| – | – | 0.03% | 124 |
|
|
2021
Q4 | $725K | Hold |
29,204
| – | – | 0.03% | 126 |
|
|
2021
Q3 | $734K | Hold |
29,204
| – | – | 0.03% | 117 |
|
|
2021
Q2 | $741K | Buy |
29,204
+5,945
| +26% | +$151K | 0.03% | 118 |
|
|
2021
Q1 | $594K | Buy |
23,259
+977
| +4% | +$25K | 0.02% | 122 |
|
|
2020
Q4 | $556K | Hold |
22,282
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $517K | Hold |
22,282
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $501K | Hold |
22,282
| – | – | 0.03% | 110 |
|
|
2020
Q1 | $462K | Hold |
22,282
| – | – | 0.03% | 127 |
|
|
2019
Q4 | $565K | Hold |
22,282
| – | – | 0.03% | 112 |
|
|
2019
Q3 | $537K | Hold |
22,282
| – | – | 0.03% | 107 |
|
|
2019
Q2 | $550K | Hold |
22,282
| – | – | 0.03% | 110 |
|
|
2019
Q1 | $549K | Hold |
22,282
| – | – | 0.03% | 111 |
|
|
2018
Q4 | $533K | Sell |
22,282
-67,994
| -75% | -$1.63M | 0.03% | 107 |
|
|
2018
Q3 | $2.38M | Buy |
90,276
+1,198
| +1% | +$31.6K | 0.13% | 81 |
|
|
2018
Q2 | $2.28M | Buy |
89,078
+26,994
| +43% | +$692K | 0.14% | 80 |
|
|
2018
Q1 | $1.63M | Hold |
62,084
| – | – | 0.1% | 86 |
|
|
2017
Q4 | $1.64M | Buy |
62,084
+1,612
| +3% | +$42.6K | 0.1% | 84 |
|
|
2017
Q3 | $1.56M | Buy |
+60,472
| New | +$1.56M | 0.1% | 86 |
|