Forza Wealth Management’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 | $2.34M | Sell |
43,875
-2,100
| -5% | -$112K | 0.96% | 33 |
|
|
2025
Q1 | $2.41M | Sell |
45,975
-170
| -0.4% | -$8.93K | 1.09% | 27 |
|
|
2024
Q4 | $2.38M | Sell |
46,145
-1,320
| -3% | -$68K | 1.08% | 26 |
|
|
2024
Q3 | $2.55M | Sell |
47,465
-4,750
| -9% | -$255K | 1.17% | 26 |
|
|
2024
Q2 | $2.68M | Hold |
52,215
| – | – | 1.38% | 21 |
|
|
2024
Q1 | $2.69M | Sell |
52,215
-1,970
| -4% | -$102K | 1.4% | 18 |
|
|
2023
Q4 | $2.82M | Sell |
54,185
-12,910
| -19% | -$671K | 1.55% | 16 |
|
|
2023
Q3 | $3.26M | Buy |
67,095
+820
| +1% | +$39.9K | 1.68% | 10 |
|
|
2023
Q2 | $3.35M | Sell |
66,275
-920
| -1% | -$46.5K | 1.69% | 9 |
|
|
2023
Q1 | $3.45M | Hold |
67,195
| – | – | 1.77% | 9 |
|
|
2022
Q4 | $3.33M | Buy |
+67,195
| New | +$3.33M | 2.21% | 9 |
|