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

Financial Advocates Investment Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-59,447	Closed	-$3.12M	–	678
2025 Q1	$3.12M	Sell	59,447 -50,904	-46%	-$2.67M	0.22%	106
2024 Q4	$5.68M	Sell	110,351 -94,741	-46%	-$4.88M	0.32%	66
2024 Q3	$11M	Buy	205,092 +48,168	+31%	+$2.59M	0.62%	31
2024 Q2	$8.04M	Buy	156,924 +47,793	+44%	+$2.45M	0.5%	43
2024 Q1	$5.63M	Buy	109,131 +28,262	+35%	+$1.46M	0.33%	77
2023 Q4	$4.21M	Buy	80,869 +18,669	+30%	+$971K	0.27%	83
2023 Q3	$3.03M	Sell	62,200 -4,846	-7%	-$236K	0.22%	117
2023 Q2	$3.39M	Buy	67,046 +26,367	+65%	+$1.33M	0.24%	102
2023 Q1	$2.09M	Buy	40,679 +7,514	+23%	+$385K	0.15%	157
2022 Q4	$1.64M	Buy	33,165 +28,241	+574%	+$1.4M	0.12%	199
2022 Q3	$238K	Sell	4,924 -1,013	-17%	-$49K	0.02%	610
2022 Q2	$303K	Sell	5,937 -51	-0.9%	-$2.6K	0.02%	500
2022 Q1	$352K	Sell	5,988 -6,882	-53%	-$405K	0.02%	527
2021 Q4	$763K	Sell	12,870 -70	-0.5%	-$4.15K	0.05%	383
2021 Q3	$778K	Buy	12,940 +3,833	+42%	+$230K	0.05%	374
2021 Q2	$578K	Sell	9,107 -2,975	-25%	-$189K	0.04%	441
2021 Q1	$715K	Sell	12,082 -27,256	-69%	-$1.61M	0.05%	387
2020 Q4	$2.44M	Sell	39,338 -6,502	-14%	-$403K	0.17%	141
2020 Q3	$2.79M	Buy	+45,840	New	+$2.79M	0.24%	85
2020 Q2	–	Sell	-43,379	Closed	-$2.38M	–	607
2020 Q1	$2.38M	Sell	43,379 -605	-1%	-$33.2K	0.34%	74
2019 Q4	$2.55M	Buy	43,984 +3,591	+9%	+$208K	0.27%	96
2019 Q3	$2.34M	Buy	40,393 +1,762	+5%	+$102K	0.27%	101
2019 Q2	$2.2M	Sell	38,631 -12,467	-24%	-$710K	0.26%	106
2019 Q1	$2.82M	Sell	51,098 -239	-0.5%	-$13.2K	0.35%	75
2018 Q4	$2.69M	Buy	51,337 +199	+0.4%	+$10.4K	0.37%	75
2018 Q3	$2.72M	Sell	51,138 -2,296	-4%	-$122K	0.3%	87
2018 Q2	$2.83M	Buy	53,434 +4,476	+9%	+$237K	0.34%	76
2018 Q1	$2.63M	Buy	48,958 +34,948	+249%	+$1.87M	0.34%	74
2017 Q4	$765K	Buy	+14,010	New	+$765K	0.1%	200