Evanson Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Buy |
6,758
+1,742
| +35% | +$93.8K | 0.02% | 231 |
|
|
2025
Q4 | $270K | Hold |
5,016
| – | – | 0.01% | 285 |
|
|
2025
Q3 | $271K | Sell |
5,016
-23
| -0.5% | -$1.23K | 0.02% | 276 |
|
|
2025
Q2 | $269K | Sell |
5,039
-63
| -1% | -$3.29K | 0.02% | 281 |
|
|
2025
Q1 | $268K | Hold |
5,102
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $263K | Buy |
5,102
+86
| +2% | +$4.5K | 0.02% | 263 |
|
|
2024
Q3 | $269K | Hold |
5,016
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $257K | Hold |
5,016
| – | – | 0.02% | 262 |
|
|
2024
Q1 | $259K | Hold |
5,016
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $261K | Buy |
5,016
+165
| +3% | +$8.16K | 0.02% | 248 |
|
|
2023
Q3 | $236K | Hold |
4,851
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $245K | Hold |
4,851
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $249K | Hold |
4,851
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $240K | Hold |
4,851
| – | – | 0.03% | 230 |
|
|
2022
Q3 | $234K | Hold |
4,851
| – | – | 0.03% | 232 |
|
|
2022
Q2 | $248K | Hold |
4,851
| – | – | 0.03% | 228 |
|
|
2022
Q1 | $266K | Hold |
4,851
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $288K | Hold |
4,851
| – | – | 0.03% | 234 |
|
|
2021
Q3 | $293K | Hold |
4,851
| – | – | 0.03% | 231 |
|
|
2021
Q2 | $294K | Hold |
4,851
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $287K | Hold |
4,851
| – | – | 0.04% | 226 |
|
|
2020
Q4 | $300K | Hold |
4,851
| – | – | 0.05% | 206 |
|
|
2020
Q3 | $295K | Hold |
4,851
| – | – | 0.05% | 184 |
|
|
2020
Q2 | $293K | Hold |
4,851
| – | – | 0.06% | 175 |
|
|
2020
Q1 | $266K | Hold |
4,851
| – | – | 0.06% | 172 |
|
|
2019
Q4 | $281K | Hold |
4,851
| – | – | 0.06% | 193 |
|
|
2019
Q3 | $281K | Hold |
4,851
| – | – | 0.06% | 190 |
|
|
2019
Q2 | $276K | Hold |
4,851
| – | – | 0.06% | 194 |
|
|
2019
Q1 | $267K | Hold |
4,851
| – | – | 0.06% | 194 |
|
|
2018
Q4 | $254K | Sell |
4,851
-28
| -0.6% | -$1.47K | 0.06% | 184 |
|
|
2018
Q3 | $259K | Sell |
4,879
-1
| -0% | -$53 | 0.05% | 202 |
|
|
2018
Q2 | $259K | Sell |
4,880
-3,508
| -42% | -$187K | 0.05% | 211 |
|
|
2018
Q1 | $450K | Hold |
8,388
| – | – | 0.09% | 143 |
|
|
2017
Q4 | $458K | Hold |
8,388
| – | – | 0.09% | 143 |
|
|
2017
Q3 | $462K | Hold |
8,388
| – | – | 0.1% | 129 |
|
|
2017
Q2 | $460K | Hold |
8,388
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $457K | Hold |
8,388
| – | – | 0.11% | 120 |
|
|
2016
Q4 | $454K | Hold |
8,388
| – | – | 0.13% | 118 |
|
|
2016
Q3 | $467K | Sell |
8,388
-20
| -0.2% | -$1.11K | 0.13% | 104 |
|
|
2016
Q2 | $468K | Buy |
8,408
+3,556
| +73% | +$196K | 0.14% | 106 |
|
|
2016
Q1 | $266K | Hold |
4,852
| – | – | 0.09% | 153 |
|
|
2015
Q4 | $260K | Sell |
4,852
-20
| -0.4% | -$1.08K | 0.09% | 152 |
|
|
2015
Q3 | $265K | Hold |
4,872
| – | – | 0.1% | 155 |
|
|
2015
Q2 | $265K | Buy |
4,872
+20
| +0.4% | +$1.1K | 0.09% | 161 |
|
|
2015
Q1 | $268K | Hold |
4,852
| – | – | 0.1% | 150 |
|
|
2014
Q4 | $265K | Hold |
4,852
| – | – | 0.1% | 153 |
|
|
2014
Q3 | $265K | Hold |
4,852
| – | – | 0.11% | 151 |
|
|
2014
Q2 | $267K | Hold |
4,852
| – | – | 0.1% | 153 |
|
|
2014
Q1 | $265K | Hold |
4,852
| – | – | 0.12% | 136 |
|
|
2013
Q4 | $262K | Buy |
+4,852
| New | +$263K | 0.12% | 134 |
|
Other funds holding IGIB
OCM
AC