Genesis 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 | $286K | Hold |
5,373
| – | – | 0.21% | 45 |
|
|
2025
Q1 | $282K | Hold |
5,373
| – | – | 0.23% | 45 |
|
|
2024
Q4 | $277K | Buy |
+5,373
| New | +$277K | 0.24% | 47 |
|
|
2015
Q2 | $5.76M | Buy |
105,760
+9,022
| +9% | +$491K | 4.68% | 4 |
|
|
2015
Q1 | $5.36M | Buy |
96,738
+3,220
| +3% | +$178K | 4.45% | 5 |
|
|
2014
Q4 | $5.18M | Buy |
+93,518
| New | +$5.18M | 4.11% | 4 |
|