EPP
ETF Portfolio Partners’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 | $1.44M | Hold |
27,011
| – | – | 0.4% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
27,011
-447
| -2% | -$23.5K | 0.43% | 30 |
|
|
2024
Q4 | $1.41M | Sell |
27,458
-44,680
| -62% | -$2.3M | 0.42% | 24 |
|
|
2024
Q3 | $3.88M | Sell |
72,138
-6,534
| -8% | -$351K | 1.15% | 16 |
|
|
2024
Q2 | $4.03M | Sell |
78,672
-30,665
| -28% | -$1.57M | 1.26% | 16 |
|
|
2024
Q1 | $5.64M | Sell |
109,337
-223,986
| -67% | -$11.6M | 1.79% | 13 |
|
|
2023
Q4 | $17.3M | Sell |
333,323
-5,312
| -2% | -$276K | 5.81% | 5 |
|
|
2023
Q3 | $16.5M | Buy |
338,635
+27,030
| +9% | +$1.32M | 6.08% | 5 |
|
|
2023
Q2 | $15.8M | Buy |
+311,605
| New | +$15.8M | 5.65% | 6 |
|
|
2022
Q3 | – | Sell |
-5,294
| Closed | -$270K | – | 51 |
|
|
2022
Q2 | $270K | Sell |
5,294
-6,252
| -54% | -$319K | 0.12% | 42 |
|
|
2022
Q1 | $634K | Sell |
11,546
-3,392
| -23% | -$186K | 0.24% | 30 |
|
|
2021
Q4 | $885K | Sell |
14,938
-530
| -3% | -$31.4K | 0.34% | 25 |
|
|
2021
Q3 | $929K | Sell |
15,468
-156,608
| -91% | -$9.41M | 0.37% | 24 |
|
|
2021
Q2 | $10.4M | Sell |
172,076
-20,021
| -10% | -$1.21M | 4.21% | 6 |
|
|
2021
Q1 | $11.4M | Buy |
192,097
+206
| +0.1% | +$12.2K | 5.04% | 8 |
|
|
2020
Q4 | $11.9M | Buy |
191,891
+6,180
| +3% | +$382K | 5.45% | 6 |
|
|
2020
Q3 | $11.3M | Buy |
185,711
+13,733
| +8% | +$835K | 5.9% | 5 |
|
|
2020
Q2 | $10.4M | Buy |
171,978
+3,493
| +2% | +$211K | 5.67% | 5 |
|
|
2020
Q1 | $9.25M | Sell |
168,485
-10,241
| -6% | -$562K | 5.91% | 5 |
|
|
2019
Q4 | $10.4M | Buy |
178,726
+4,069
| +2% | +$236K | 5.47% | 6 |
|
|
2019
Q3 | $10.1M | Buy |
174,657
+3,639
| +2% | +$211K | 5.8% | 6 |
|
|
2019
Q2 | $9.74M | Buy |
171,018
+5,824
| +4% | +$332K | 5.19% | 8 |
|
|
2019
Q1 | $9.11M | Buy |
165,194
+8,265
| +5% | +$456K | 5.51% | 6 |
|
|
2018
Q4 | $8.23M | Sell |
156,929
-27,311
| -15% | -$1.43M | 5.5% | 7 |
|
|
2018
Q3 | $9.78M | Buy |
184,240
+98,957
| +116% | +$5.25M | 5.95% | 7 |
|
|
2018
Q2 | $9.06M | Buy |
85,283
+2,390
| +3% | +$254K | 5.84% | 7 |
|
|
2018
Q1 | $8.89M | Buy |
82,893
+1,167
| +1% | +$125K | 5.88% | 7 |
|
|
2017
Q4 | $8.93M | Buy |
81,726
+1,683
| +2% | +$184K | 6% | 7 |
|
|
2017
Q3 | $8.82M | Sell |
80,043
-1,766
| -2% | -$195K | 6.27% | 7 |
|
|
2017
Q2 | $8.98M | Buy |
81,809
+6,737
| +9% | +$740K | 6.45% | 7 |
|
|
2017
Q1 | $8.18M | Buy |
75,072
+1,329
| +2% | +$145K | 6.05% | 7 |
|
|
2016
Q4 | $7.98M | Buy |
73,743
+3,374
| +5% | +$365K | 6.28% | 7 |
|
|
2016
Q3 | $7.84M | Buy |
70,369
+2,753
| +4% | +$307K | 6.24% | 6 |
|
|
2016
Q2 | $7.52M | Buy |
67,616
+2,120
| +3% | +$236K | 6.6% | 5 |
|
|
2016
Q1 | $7.18M | Buy |
65,496
+295
| +0.5% | +$32.4K | 6.15% | 5 |
|
|
2015
Q4 | $7M | Sell |
65,201
-82
| -0.1% | -$8.8K | 6.17% | 5 |
|
|
2015
Q3 | $7.09M | Sell |
65,283
-3,010
| -4% | -$327K | 6.66% | 5 |
|
|
2015
Q2 | $7.43M | Buy |
68,293
+2,417
| +4% | +$263K | 6.63% | 5 |
|
|
2015
Q1 | $7.29M | Sell |
65,876
-69
| -0.1% | -$7.64K | 6.5% | 5 |
|
|
2014
Q4 | $7.21M | Buy |
+65,945
| New | +$7.21M | 6.77% | 5 |
|