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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
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2025
Q1 | $865K | Sell |
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $140K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $384K | Sell |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $207K | Buy |
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