EP Wealth 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 | $802K | Sell |
15,051
-1,412
| -9% | -$75.2K | 0.01% | 626 |
|
|
2025
Q1 | $865K | Sell |
16,463
-1,219
| -7% | -$64K | 0.01% | 540 |
|
|
2024
Q4 | $911K | Buy |
+17,682
| New | +$911K | 0.01% | 528 |
|
|
2024
Q3 | – | Sell |
-2,726
| Closed | -$140K | – | 1194 |
|
|
2024
Q2 | $140K | Sell |
2,726
-2,556
| -48% | -$131K | ﹤0.01% | 795 |
|
|
2024
Q1 | $273K | Sell |
5,282
-198
| -4% | -$10.2K | ﹤0.01% | 659 |
|
|
2023
Q4 | $285K | Buy |
+5,480
| New | +$285K | ﹤0.01% | 629 |
|
|
2021
Q2 | – | Sell |
-5,765
| Closed | -$341K | – | 542 |
|
|
2021
Q1 | $341K | Buy |
5,765
+1
| +0% | +$59 | 0.01% | 386 |
|
|
2020
Q4 | $356K | Sell |
5,764
-605
| -9% | -$37.4K | 0.01% | 323 |
|
|
2020
Q3 | $387K | Buy |
6,369
+2
| +0% | +$122 | 0.02% | 260 |
|
|
2020
Q2 | $384K | Sell |
6,367
-599
| -9% | -$36.1K | 0.02% | 277 |
|
|
2020
Q1 | $383K | Buy |
6,966
+1,132
| +19% | +$62.2K | 0.02% | 283 |
|
|
2019
Q4 | $338K | Hold |
5,834
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $338K | Buy |
5,834
+2,200
| +61% | +$127K | 0.02% | 262 |
|
|
2019
Q2 | $207K | Buy |
+3,634
| New | +$207K | 0.01% | 295 |
|