EPG Wealth Management’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 | $23.6K | Buy |
442
+2
| +0.5% | +$107 | 0.01% | 249 |
|
|
2025
Q1 | $23.1K | Sell |
440
-208
| -32% | -$10.9K | 0.01% | 326 |
|
|
2024
Q4 | $33.4K | Buy |
648
+3
| +0.5% | +$155 | 0.01% | 318 |
|
|
2024
Q3 | $34.7K | Buy |
+645
| New | +$34.7K | 0.01% | 318 |
|
|
2024
Q2 | – | Sell |
-879
| Closed | -$45.3K | – | 337 |
|
|
2024
Q1 | $45.3K | Buy |
879
+1
| +0.1% | +$52 | 0.01% | 320 |
|
|
2023
Q4 | $44.6K | Buy |
878
+3
| +0.3% | +$153 | 0.01% | 312 |
|
|
2023
Q3 | $42.6K | Sell |
875
-183
| -17% | -$8.91K | 0.01% | 305 |
|
|
2023
Q2 | $53.5K | Sell |
1,058
-791
| -43% | -$40K | 0.02% | 291 |
|
|
2023
Q1 | $94.8K | Buy |
1,849
+1,689
| +1,056% | +$86.6K | 0.03% | 267 |
|
|
2022
Q4 | $7.93K | Buy |
160
+2
| +1% | +$99 | ﹤0.01% | 342 |
|
|
2022
Q3 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 342 |
|
|
2022
Q2 | – | Sell |
-156
| Closed | -$9K | – | 295 |
|
|
2022
Q1 | $9K | Sell |
156
-707
| -82% | -$40.8K | ﹤0.01% | 356 |
|
|
2021
Q4 | $51K | Buy |
863
+7
| +0.8% | +$414 | 0.02% | 290 |
|
|
2021
Q3 | $51K | Buy |
+856
| New | +$51K | 0.02% | 272 |
|
|
2020
Q2 | – | Sell |
-754
| Closed | -$41K | – | 430 |
|
|
2020
Q1 | $41K | Buy |
754
+650
| +625% | +$35.3K | 0.03% | 307 |
|
|
2019
Q4 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 485 |
|