FGAM
Financial Gravity Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.68K | Buy |
+32
| New | +$1.68K | ﹤0.01% | 838 |
|
|
2024
Q2 | – | Sell |
-4,159
| Closed | -$215K | – | 1973 |
|
|
2024
Q1 | $215K | Buy |
4,159
+4,065
| +4,324% | +$210K | 0.03% | 189 |
|
|
2023
Q4 | $4.68K | Buy |
94
+48
| +104% | +$2.39K | ﹤0.01% | 881 |
|
|
2023
Q3 | $2.18K | Sell |
46
-5
| -10% | -$237 | ﹤0.01% | 695 |
|
|
2023
Q2 | $475K | Hold |
51
| – | – | 1.29% | 15 |
|
|
2023
Q1 | $1.43K | Buy |
51
+1
| +2% | +$28 | 0.04% | 331 |
|
|
2022
Q4 | $309K | Sell |
50
-334
| -87% | -$2.06M | 1.61% | 8 |
|
|
2022
Q3 | $1.32K | Sell |
384
-24
| -6% | -$83 | 0.04% | 329 |
|
|
2022
Q2 | $1.4K | Sell |
408
-32
| -7% | -$110 | 0.04% | 303 |
|
|
2022
Q1 | $2.57K | Sell |
440
-91
| -17% | -$532 | 0.07% | 243 |
|
|
2021
Q4 | $2.8K | Buy |
531
+484
| +1,030% | +$2.55K | 0.06% | 292 |
|
|
2021
Q3 | $60K | Buy |
+47
| New | +$60K | 0.03% | 494 |
|
|
2021
Q1 | – | Sell |
-47
| Closed | -$3K | – | 849 |
|
|
2020
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 268 |
|
|
2020
Q2 | – | Sell |
-21
| Closed | -$1 | – | 423 |
|
|
2020
Q1 | $1 | Hold |
21
| – | – | ﹤0.01% | 1099 |
|
|
2019
Q4 | $1K | Sell |
21
-183
| -90% | -$8.71K | ﹤0.01% | 1343 |
|
|
2019
Q3 | $12K | Sell |
204
-124
| -38% | -$7.29K | 0.01% | 572 |
|
|
2019
Q2 | $19K | Sell |
328
-401
| -55% | -$23.2K | 0.02% | 486 |
|
|
2019
Q1 | $40K | Buy |
+729
| New | +$40K | 0.03% | 361 |
|
|
2018
Q3 | $61K | Sell |
1,158
-1
| -0.1% | -$53 | 0.06% | 274 |
|
|
2018
Q2 | $62K | Buy |
1,159
+635
| +121% | +$34K | 0.06% | 277 |
|
|
2018
Q1 | $56K | Buy |
+524
| New | +$56K | 0.06% | 282 |
|