EverSource Wealth Advisors’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 | $174K | Hold |
3,273
| – | – | 0.01% | 915 |
|
|
2025
Q1 | $172K | Hold |
3,273
| – | – | 0.01% | 710 |
|
|
2024
Q4 | $169K | Hold |
3,273
| – | – | 0.01% | 715 |
|
|
2024
Q3 | $176K | Sell |
3,273
-1,926
| -37% | -$103K | 0.01% | 601 |
|
|
2024
Q2 | $272K | Buy |
5,199
+1,867
| +56% | +$97.9K | 0.02% | 468 |
|
|
2024
Q1 | $167K | Sell |
3,332
-199
| -6% | -$10K | 0.01% | 548 |
|
|
2023
Q4 | $184K | Buy |
3,531
+2,914
| +472% | +$152K | 0.02% | 452 |
|
|
2023
Q3 | $30K | Buy |
617
+386
| +167% | +$18.8K | ﹤0.01% | 977 |
|
|
2023
Q2 | $11.7K | Buy |
231
+122
| +112% | +$6.17K | ﹤0.01% | 1380 |
|
|
2023
Q1 | $5.57K | Buy |
+109
| New | +$5.57K | ﹤0.01% | 1606 |
|