DWM
Destination Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
122,952
+2,612
| +2% | +$139K | 0.19% | 85 |
|
|
2025
Q1 | $6.32M | Buy |
120,340
+8,244
| +7% | +$433K | 0.2% | 86 |
|
|
2024
Q4 | $5.77M | Buy |
112,096
+4,522
| +4% | +$233K | 0.18% | 89 |
|
|
2024
Q3 | $5.78M | Buy |
107,574
+2,690
| +3% | +$145K | 0.18% | 88 |
|
|
2024
Q2 | $5.38M | Buy |
104,884
+2,614
| +3% | +$134K | 0.18% | 88 |
|
|
2024
Q1 | $5.28M | Buy |
102,270
+9,462
| +10% | +$488K | 0.18% | 89 |
|
|
2023
Q4 | $4.83M | Sell |
92,808
-12,542
| -12% | -$652K | 0.17% | 91 |
|
|
2023
Q3 | $5.13M | Buy |
105,350
+5,805
| +6% | +$282K | 0.2% | 86 |
|
|
2023
Q2 | $5.03M | Buy |
99,545
+1,467
| +1% | +$74.2K | 0.19% | 87 |
|
|
2023
Q1 | $5.03M | Buy |
98,078
+18,813
| +24% | +$965K | 0.19% | 87 |
|
|
2022
Q4 | $3.92M | Sell |
79,265
-16,192
| -17% | -$802K | 0.16% | 94 |
|
|
2022
Q3 | $4.61M | Buy |
95,457
+4,931
| +5% | +$238K | 0.19% | 87 |
|
|
2022
Q2 | $4.62M | Sell |
90,526
-10,898
| -11% | -$556K | 0.19% | 90 |
|
|
2022
Q1 | $5.57M | Sell |
101,424
-72
| -0.1% | -$3.95K | 0.21% | 85 |
|
|
2021
Q4 | $6.02M | Sell |
101,496
-435
| -0.4% | -$25.8K | 0.21% | 82 |
|
|
2021
Q3 | $6.12M | Sell |
101,931
-2,617
| -3% | -$157K | 0.24% | 76 |
|
|
2021
Q2 | $6.33M | Sell |
104,548
-1,165
| -1% | -$70.5K | 0.24% | 78 |
|
|
2021
Q1 | $6.26M | Buy |
105,713
+10,041
| +10% | +$595K | 0.26% | 75 |
|
|
2020
Q4 | $5.91M | Sell |
95,672
-851
| -0.9% | -$52.6K | 0.26% | 70 |
|
|
2020
Q3 | $5.87M | Buy |
96,523
+7,810
| +9% | +$475K | 0.3% | 67 |
|
|
2020
Q2 | $5.36M | Buy |
88,713
+4,206
| +5% | +$254K | 0.29% | 65 |
|
|
2020
Q1 | $4.64M | Sell |
84,507
-790
| -0.9% | -$43.4K | 0.28% | 65 |
|
|
2019
Q4 | $4.95M | Buy |
85,297
+3,422
| +4% | +$198K | 0.25% | 66 |
|
|
2019
Q3 | $4.74M | Buy |
81,875
+2,198
| +3% | +$127K | 0.26% | 66 |
|
|
2019
Q2 | $4.54M | Sell |
79,677
-7,244
| -8% | -$413K | 0.25% | 66 |
|
|
2019
Q1 | $4.79M | Buy |
86,921
+12,221
| +16% | +$674K | 0.27% | 65 |
|
|
2018
Q4 | $3.92M | Sell |
74,700
-18,867
| -20% | -$989K | 0.24% | 66 |
|
|
2018
Q3 | $4.97M | Buy |
93,567
+47,119
| +101% | +$2.5M | 0.28% | 63 |
|
|
2018
Q2 | $4.94M | Sell |
46,448
-462
| -1% | -$49.1K | 0.3% | 61 |
|
|
2018
Q1 | $5.03M | Buy |
46,910
+3,041
| +7% | +$326K | 0.31% | 61 |
|
|
2017
Q4 | $4.79M | Buy |
43,869
+1,673
| +4% | +$183K | 0.29% | 64 |
|
|
2017
Q3 | $4.65M | Sell |
42,196
-6,960
| -14% | -$767K | 0.3% | 63 |
|
|
2017
Q2 | $5.4M | Buy |
49,156
+4,794
| +11% | +$526K | 0.36% | 58 |
|
|
2017
Q1 | $4.83M | Buy |
44,362
+6,048
| +16% | +$659K | 0.33% | 55 |
|
|
2016
Q4 | $4.15M | Buy |
38,314
+6,134
| +19% | +$664K | 0.3% | 55 |
|
|
2016
Q3 | $3.58M | Buy |
32,180
+6,511
| +25% | +$725K | 0.28% | 57 |
|
|
2016
Q2 | $2.86M | Buy |
25,669
+14,683
| +134% | +$1.63M | 0.24% | 59 |
|
|
2016
Q1 | $1.18M | Hold |
10,986
| – | – | 0.11% | 71 |
|
|
2015
Q4 | $1.18M | Buy |
10,986
+8,015
| +270% | +$860K | 0.11% | 71 |
|
|
2015
Q3 | $323K | Sell |
2,971
-25,625
| -90% | -$2.79M | 0.04% | 107 |
|
|
2015
Q2 | $3.11M | Buy |
28,596
+23,673
| +481% | +$2.58M | 0.21% | 77 |
|
|
2015
Q1 | $545K | Buy |
4,923
+1,812
| +58% | +$201K | 0.06% | 72 |
|
|
2014
Q4 | $340K | Sell |
3,111
-279
| -8% | -$30.5K | 0.03% | 93 |
|
|
2014
Q3 | $359K | Sell |
3,390
-545
| -14% | -$57.7K | 0.04% | 105 |
|
|
2014
Q2 | $434K | Sell |
3,935
-1,160
| -23% | -$128K | 0.04% | 97 |
|
|
2014
Q1 | $556K | Sell |
5,095
-86
| -2% | -$9.39K | 0.06% | 77 |
|
|
2013
Q4 | $559K | Buy |
5,181
+71
| +1% | +$7.66K | 0.06% | 74 |
|
|
2013
Q3 | $551K | Sell |
5,110
-907
| -15% | -$97.8K | 0.06% | 70 |
|
|
2013
Q2 | $648K | Buy |
+6,017
| New | +$648K | 0.08% | 69 |
|