EWM
Empirical 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 | $220K | Buy |
4,119
+114
| +3% | +$6.08K | 0.01% | 612 |
|
|
2025
Q1 | $210K | Hold |
4,005
| – | – | 0.01% | 593 |
|
|
2024
Q4 | $206K | Sell |
4,005
-225
| -5% | -$11.6K | 0.01% | 571 |
|
|
2024
Q3 | $227K | Sell |
4,230
-5,755
| -58% | -$309K | 0.01% | 510 |
|
|
2024
Q2 | $512K | Buy |
9,985
+5,446
| +120% | +$279K | 0.02% | 354 |
|
|
2024
Q1 | $234K | Sell |
4,539
-263
| -5% | -$13.6K | 0.01% | 477 |
|
|
2023
Q4 | $250K | Sell |
4,802
-3,859
| -45% | -$201K | 0.01% | 434 |
|
|
2023
Q3 | $421K | Sell |
8,661
-1,661
| -16% | -$80.8K | 0.02% | 328 |
|
|
2023
Q2 | $522K | Buy |
10,322
+6,354
| +160% | +$321K | 0.02% | 297 |
|
|
2023
Q1 | $203K | Buy |
+3,968
| New | +$203K | 0.01% | 443 |
|
|
2022
Q3 | – | Sell |
-11,701
| Closed | -$597K | – | 470 |
|
|
2022
Q2 | $597K | Buy |
11,701
+1,931
| +20% | +$98.5K | 0.03% | 268 |
|
|
2022
Q1 | $536K | Sell |
9,770
-854
| -8% | -$46.9K | 0.03% | 318 |
|
|
2021
Q4 | $630K | Buy |
10,624
+854
| +9% | +$50.6K | 0.03% | 293 |
|
|
2021
Q3 | $587K | Hold |
9,770
| – | – | 0.03% | 268 |
|
|
2021
Q2 | $591K | Hold |
9,770
| – | – | 0.04% | 269 |
|
|
2021
Q1 | $579K | Hold |
9,770
| – | – | 0.05% | 228 |
|
|
2020
Q4 | $604K | Hold |
9,770
| – | – | 0.05% | 220 |
|
|
2020
Q3 | $594K | Hold |
9,770
| – | – | 0.05% | 188 |
|
|
2020
Q2 | $590K | Sell |
9,770
-200
| -2% | -$12.1K | 0.06% | 179 |
|
|
2020
Q1 | $548K | Hold |
9,970
| – | – | 0.06% | 169 |
|
|
2019
Q4 | $578K | Hold |
9,970
| – | – | 0.06% | 174 |
|
|
2019
Q3 | $577K | Hold |
9,970
| – | – | 0.07% | 160 |
|
|
2019
Q2 | $568K | Hold |
9,970
| – | – | 0.07% | 141 |
|
|
2019
Q1 | $550K | Hold |
9,970
| – | – | 0.08% | 132 |
|
|
2018
Q4 | $523K | Buy |
+9,970
| New | +$523K | 0.09% | 118 |
|