Evercore Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Evercore Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,150	Closed	-$255K	–	411
2022 Q4	$255K	Sell	5,150 -96	-2%	-$4.71K	0.01%	343
2022 Q3	$253K	Hold	5,246	–	–	0.01%	336
2022 Q2	$268K	Sell	5,246 -93,730	-95%	-$4.89M	0.01%	333
2022 Q1	$5.43M	Sell	98,976 -1,450	-1%	-$82.2K	0.1%	94
2021 Q4	$5.95M	Hold	100,426	–	–	0.1%	99
2021 Q3	$6.03M	Sell	100,426 -685	-0.7%	-$41.6K	0.11%	93
2021 Q2	$6.12M	Buy	101,111 +4,316	+4%	+$258K	0.11%	94
2021 Q1	$5.73M	Sell	96,795 -3,431	-3%	-$208K	0.11%	100
2020 Q4	$6.19M	Buy	100,226 +526	+0.5%	+$32.2K	0.13%	89
2020 Q3	$6.06M	Buy	99,700 +1,500	+2%	+$91.5K	0.15%	80
2020 Q2	$5.93M	Sell	98,200 -1,185	-1%	-$69K	0.16%	80
2020 Q1	$5.46M	Buy	99,385 +8,810	+10%	+$509K	0.18%	72
2019 Q4	$5.25M	Buy	90,575 +5,475	+6%	+$317K	0.14%	88
2019 Q3	$4.93M	Buy	85,100 +100	+0.1%	+$5.75K	0.14%	89
2019 Q2	$4.84M	Buy	85,000 +1,950	+2%	+$108K	0.15%	89
2019 Q1	$4.58M	Sell	83,050 -250	-0.3%	-$13.4K	0.15%	95
2018 Q4	$4.37M	Buy	83,300 +738	+0.9%	+$38.6K	0.16%	91
2018 Q3	$4.38M	Sell	82,562 -24,988	-23%	-$1.33M	0.14%	93
2018 Q2	$5.71M	Sell	107,550 -9,050	-8%	-$481K	0.2%	80
2018 Q1	$6.25M	Sell	116,600 -4,400	-4%	-$237K	0.24%	76
2017 Q4	$6.61M	Sell	121,000 -400	-0.3%	-$21.9K	0.25%	73
2017 Q3	$6.69M	Buy	121,400 +980	+0.8%	+$54K	0.26%	73
2017 Q2	$6.61M	Buy	120,420 +2,620	+2%	+$144K	0.26%	76
2017 Q1	$6.42M	Sell	117,800 -1,400	-1%	-$76K	0.25%	76
2016 Q4	$6.45M	Sell	119,200 -43,434	-27%	-$2.37M	0.27%	76
2016 Q3	$9.05M	Buy	162,634 +5,914	+4%	+$329K	0.37%	57
2016 Q2	$8.72M	Buy	156,720 +1,430	+0.9%	+$78.7K	0.38%	57
2016 Q1	$8.52M	Buy	155,290 +580	+0.4%	+$31.3K	0.38%	57
2015 Q4	$8.3M	Sell	154,710 -30,270	-16%	-$1.64M	0.39%	62
2015 Q3	$10M	Sell	184,980 -3,732	-2%	-$202K	0.48%	59
2015 Q2	$10.3M	Buy	188,712 +26,452	+16%	+$1.45M	0.46%	61
2015 Q1	$8.98M	Buy	162,260 +25,300	+18%	+$1.39M	0.41%	63
2014 Q4	$7.49M	Sell	136,960 -30,130	-18%	-$1.65M	0.37%	66
2014 Q3	$9.13M	Buy	167,090 +2,150	+1%	+$118K	0.46%	63
2014 Q2	$9.09M	Sell	164,940 -2,400	-1%	-$132K	0.47%	65
2014 Q1	$9.13M	Sell	167,340 -23,032	-12%	-$1.25M	0.51%	62
2013 Q4	$10.3M	Sell	190,372 -12,908	-6%	-$699K	0.56%	58
2013 Q3	$11M	Sell	203,280 -1,550	-0.8%	-$83.3K	0.63%	50
2013 Q2	$11M	Buy	+204,830	New	+$11.3M	0.62%	52