GeoWealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
9,023
-9,232
| -51% | -$464K | 0.02% | 422 |
|
|
2025
Q1 | $917K | Buy |
18,255
+743
| +4% | +$37.3K | 0.04% | 291 |
|
|
2024
Q4 | $865K | Buy |
17,512
+264
| +2% | +$13K | 0.03% | 327 |
|
|
2024
Q3 | $924K | Sell |
17,248
-1,575
| -8% | -$84.4K | 0.03% | 321 |
|
|
2024
Q2 | $942K | Buy |
18,823
+2,660
| +16% | +$133K | 0.04% | 286 |
|
|
2024
Q1 | $833K | Sell |
16,163
-16,868
| -51% | -$869K | 0.03% | 330 |
|
|
2023
Q4 | $1.74M | Sell |
33,031
-414
| -1% | -$21.8K | 0.14% | 142 |
|
|
2023
Q3 | $1.58M | Buy |
33,445
+16,437
| +97% | +$775K | 0.18% | 108 |
|
|
2023
Q2 | $877K | Buy |
17,008
+9,704
| +133% | +$500K | 0.09% | 128 |
|
|
2023
Q1 | $383K | Sell |
7,304
-1,122
| -13% | -$58.8K | 0.04% | 152 |
|
|
2022
Q4 | $420K | Buy |
+8,426
| New | +$420K | 0.04% | 163 |
|