Goelzer Investment 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 | $5.59M | Buy |
104,828
+1,328
| +1% | +$70.8K | 0.31% | 75 |
|
2025
Q1 | $5.44M | Buy |
103,500
+970
| +0.9% | +$50.9K | 0.31% | 75 |
|
2024
Q4 | $5.28M | Buy |
102,530
+5,184
| +5% | +$267K | 0.31% | 80 |
|
2024
Q3 | $5.23M | Buy |
97,346
+92
| +0.1% | +$4.94K | 0.29% | 85 |
|
2024
Q2 | $4.99M | Buy |
97,254
+4,866
| +5% | +$249K | 0.28% | 79 |
|
2024
Q1 | $4.77M | Buy |
92,388
+3,244
| +4% | +$167K | 0.27% | 83 |
|
2023
Q4 | $4.64M | Buy |
89,144
+6,100
| +7% | +$317K | 0.3% | 80 |
|
2023
Q3 | $4.04M | Buy |
83,044
+422
| +0.5% | +$20.5K | 0.28% | 84 |
|
2023
Q2 | $4.18M | Sell |
82,622
-338
| -0.4% | -$17.1K | 0.35% | 88 |
|
2023
Q1 | $4.25M | Buy |
82,960
+25,771
| +45% | +$1.32M | 0.37% | 81 |
|
2022
Q4 | $2.83M | Sell |
57,189
-20,735
| -27% | -$1.03M | 0.24% | 109 |
|
2022
Q3 | $3.76M | Buy |
77,924
+632
| +0.8% | +$30.5K | 0.38% | 83 |
|
2022
Q2 | $3.95M | Sell |
77,292
-1,187
| -2% | -$60.6K | 0.38% | 82 |
|
2022
Q1 | $4.31M | Sell |
78,479
-16,880
| -18% | -$926K | 0.37% | 86 |
|
2021
Q4 | $5.65M | Buy |
95,359
+3,150
| +3% | +$187K | 0.46% | 67 |
|
2021
Q3 | $5.54M | Buy |
92,209
+8,823
| +11% | +$530K | 0.49% | 65 |
|
2021
Q2 | $5.05M | Buy |
83,386
+16,336
| +24% | +$989K | 0.42% | 78 |
|
2021
Q1 | $3.97M | Buy |
67,050
+6,159
| +10% | +$365K | 0.35% | 95 |
|
2020
Q4 | $3.76M | Buy |
60,891
+2,235
| +4% | +$138K | 0.35% | 95 |
|
2020
Q3 | $3.57M | Buy |
58,656
+16,917
| +41% | +$1.03M | 0.33% | 93 |
|
2020
Q2 | $2.52M | Buy |
41,739
+20,270
| +94% | +$1.22M | 0.24% | 112 |
|
2020
Q1 | $1.18M | Buy |
21,469
+5,460
| +34% | +$300K | 0.13% | 153 |
|
2019
Q4 | $928K | Buy |
16,009
+9,581
| +149% | +$555K | 0.08% | 170 |
|
2019
Q3 | $372K | Buy |
+6,428
| New | +$372K | 0.03% | 208 |
|