GeoWealth 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 | $96.3K | Buy |
1,807
+1,206
| +201% | +$64.3K | ﹤0.01% | 826 |
|
|
2025
Q1 | $31.6K | Buy |
601
+3
| +0.5% | +$158 | ﹤0.01% | 942 |
|
|
2024
Q4 | $30.8K | Buy |
598
+597
| +59,700% | +$30.7K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $45 | Sell |
1
-1,657
| -100% | -$74.6K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $85K | Sell |
1,658
-17
| -1% | -$871 | ﹤0.01% | 786 |
|
|
2024
Q1 | $86.4K | Buy |
1,675
+154
| +10% | +$7.95K | ﹤0.01% | 782 |
|
|
2023
Q4 | $79K | Buy |
1,521
+1,465
| +2,616% | +$76.1K | 0.01% | 599 |
|
|
2023
Q3 | $3K | Sell |
56
-52
| -48% | -$2.79K | ﹤0.01% | 466 |
|
|
2023
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $6K | Sell |
108
-22,206
| -100% | -$1.23M | ﹤0.01% | 351 |
|
|
2022
Q4 | $1.1M | Sell |
22,314
-726
| -3% | -$35.9K | 0.12% | 107 |
|
|
2022
Q3 | $1.11M | Buy |
23,040
+11,971
| +108% | +$578K | 0.12% | 111 |
|
|
2022
Q2 | $565K | Sell |
11,069
-291
| -3% | -$14.9K | 0.08% | 145 |
|
|
2022
Q1 | $623K | Sell |
11,360
-1,921
| -14% | -$105K | 0.05% | 185 |
|
|
2021
Q4 | $787K | Sell |
13,281
-16,988
| -56% | -$1.01M | 0.06% | 169 |
|
|
2021
Q3 | $1.82M | Sell |
30,269
-2,446
| -7% | -$147K | 0.15% | 121 |
|
|
2021
Q2 | $1.98M | Sell |
32,715
-331
| -1% | -$20K | 0.25% | 79 |
|
|
2021
Q1 | $1.96M | Sell |
33,046
-2,157
| -6% | -$128K | 0.31% | 66 |
|
|
2020
Q4 | $2.18M | Buy |
35,203
+1,394
| +4% | +$86.1K | 0.35% | 79 |
|
|
2020
Q3 | $2.05M | Sell |
33,809
-698
| -2% | -$42.4K | 0.62% | 56 |
|
|
2020
Q2 | $2.08M | Sell |
34,507
-30,607
| -47% | -$1.85M | 0.86% | 39 |
|
|
2020
Q1 | $3.58M | Buy |
65,114
+261
| +0.4% | +$14.3K | 2.53% | 13 |
|
|
2019
Q4 | $3.76M | Buy |
+64,853
| New | +$3.76M | 2.02% | 17 |
|