Evolution 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 | $406K | Buy |
7,616
+1
| +0% | +$53 | 0.06% | 111 |
|
|
2025
Q1 | $400K | Hold |
7,615
| – | – | 0.07% | 100 |
|
|
2024
Q4 | $392K | Sell |
7,615
-415
| -5% | -$21.4K | 0.07% | 98 |
|
|
2024
Q3 | $431K | Sell |
8,030
-100
| -1% | -$5.37K | 0.08% | 87 |
|
|
2024
Q2 | $417K | Sell |
8,130
-250
| -3% | -$12.8K | 0.08% | 89 |
|
|
2024
Q1 | $432K | Sell |
8,380
-1,105
| -12% | -$57K | 0.08% | 87 |
|
|
2023
Q4 | $493K | Sell |
9,485
-2,455
| -21% | -$128K | 0.1% | 79 |
|
|
2023
Q3 | $581K | Sell |
11,940
-50
| -0.4% | -$2.43K | 0.13% | 67 |
|
|
2023
Q2 | $606K | Buy |
+11,990
| New | +$606K | 0.13% | 64 |
|
|
2020
Q1 | – | Sell |
-3,097
| Closed | -$180K | – | 473 |
|
|
2019
Q4 | $180K | Buy |
+3,097
| New | +$180K | 0.05% | 83 |
|