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