Global Retirement Partners’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 | $766K | Buy |
+14,380
| New | +$766K | 0.02% | 580 |
|
2024
Q4 | $485K | Sell |
9,418
-2,148
| -19% | -$111K | 0.01% | 640 |
|
2024
Q3 | $621K | Sell |
11,566
-2,618
| -18% | -$141K | 0.02% | 575 |
|
2024
Q2 | $727K | Buy |
14,184
+6,405
| +82% | +$328K | 0.02% | 509 |
|
2024
Q1 | $401K | Sell |
7,779
-915
| -11% | -$47.2K | 0.02% | 583 |
|
2023
Q4 | $448K | Buy |
8,694
+712
| +9% | +$36.7K | 0.02% | 523 |
|
2023
Q3 | $383K | Sell |
7,982
-3,035
| -28% | -$146K | 0.02% | 496 |
|
2023
Q2 | $557K | Sell |
11,017
-736
| -6% | -$37.2K | 0.03% | 422 |
|
2023
Q1 | $603K | Buy |
11,753
+3,213
| +38% | +$165K | 0.03% | 393 |
|
2022
Q4 | $423K | Sell |
8,540
-872
| -9% | -$43.2K | 0.03% | 401 |
|
2022
Q3 | $451K | Sell |
9,412
-570
| -6% | -$27.3K | 0.03% | 385 |
|
2022
Q2 | $510K | Buy |
9,982
+1
| +0% | +$51 | 0.04% | 353 |
|
2022
Q1 | $523K | Buy |
+9,981
| New | +$523K | 0.04% | 346 |
|
2021
Q4 | – | Sell |
-5,860
| Closed | -$352K | – | 965 |
|
2021
Q3 | $352K | Buy |
5,860
+107
| +2% | +$6.43K | 0.03% | 360 |
|
2021
Q2 | $348K | Buy |
5,753
+183
| +3% | +$11.1K | 0.04% | 357 |
|
2021
Q1 | $330K | Sell |
5,570
-139
| -2% | -$8.24K | 0.04% | 328 |
|
2020
Q4 | $353K | Buy |
5,709
+266
| +5% | +$16.4K | 0.04% | 292 |
|
2020
Q3 | $331K | Sell |
5,443
-225
| -4% | -$13.7K | 0.05% | 280 |
|
2020
Q2 | $342K | Sell |
5,668
-1,611
| -22% | -$97.2K | 0.05% | 274 |
|
2020
Q1 | $400K | Buy |
7,279
+69
| +1% | +$3.79K | 0.08% | 221 |
|
2019
Q4 | $418K | Sell |
7,210
-35
| -0.5% | -$2.03K | 0.06% | 255 |
|
2019
Q3 | $420K | Buy |
7,245
+317
| +5% | +$18.4K | 0.07% | 239 |
|
2019
Q2 | $395K | Sell |
6,928
-182
| -3% | -$10.4K | 0.08% | 222 |
|
2019
Q1 | $392K | Buy |
7,110
+649
| +10% | +$35.8K | 0.09% | 189 |
|
2018
Q4 | $339K | Buy |
6,461
+626
| +11% | +$32.8K | 0.09% | 214 |
|
2018
Q3 | $310K | Sell |
5,835
-1,445
| -20% | -$76.8K | 0.07% | 232 |
|
2018
Q2 | $387K | Buy |
7,280
+876
| +14% | +$46.6K | 0.1% | 196 |
|
2018
Q1 | $343K | Buy |
6,404
+1,104
| +21% | +$59.1K | 0.09% | 204 |
|
2017
Q4 | $289K | Buy |
5,300
+1,218
| +30% | +$66.4K | 0.08% | 214 |
|
2017
Q3 | $225K | Buy |
4,082
+1,892
| +86% | +$104K | 0.09% | 212 |
|
2017
Q2 | $120K | Buy |
2,190
+12
| +0.6% | +$658 | 0.06% | 277 |
|
2017
Q1 | $119K | Buy |
2,178
+390
| +22% | +$21.3K | 0.07% | 252 |
|
2016
Q4 | $97K | Buy |
+1,788
| New | +$97K | 0.07% | 241 |
|