EPG Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-193
| Closed | -$9.69K | – | 374 |
|
|
2025
Q1 | $9.69K | Buy |
193
+2
| +1% | +$100 | ﹤0.01% | 364 |
|
|
2024
Q4 | $9.45K | Buy |
191
+3
| +2% | +$148 | ﹤0.01% | 379 |
|
|
2024
Q3 | $10.1K | Buy |
+188
| New | +$10.1K | ﹤0.01% | 374 |
|
|
2024
Q2 | – | Sell |
-184
| Closed | -$9.45K | – | 397 |
|
|
2024
Q1 | $9.45K | Buy |
184
+1
| +0.5% | +$51 | ﹤0.01% | 390 |
|
|
2023
Q4 | $9.17K | Sell |
183
-9
| -5% | -$451 | ﹤0.01% | 374 |
|
|
2023
Q3 | $9.05K | Buy |
192
+2
| +1% | +$94 | ﹤0.01% | 368 |
|
|
2023
Q2 | $9.78K | Buy |
190
+2
| +1% | +$103 | ﹤0.01% | 355 |
|
|
2023
Q1 | $9.84K | Buy |
+188
| New | +$9.84K | ﹤0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-180
| Closed | -$11K | – | 296 |
|
|
2022
Q1 | $11K | Buy |
180
+1
| +0.6% | +$61 | ﹤0.01% | 351 |
|
|
2021
Q4 | $12K | Buy |
179
+1
| +0.6% | +$67 | ﹤0.01% | 350 |
|
|
2021
Q3 | $12K | Buy |
+178
| New | +$12K | ﹤0.01% | 326 |
|
|
2020
Q2 | – | Sell |
-231
| Closed | -$15K | – | 431 |
|
|
2020
Q1 | $15K | Buy |
231
+157
| +212% | +$10.2K | 0.01% | 431 |
|
|
2019
Q4 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 511 |
|