Golden State Equity 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 | $782K | Buy |
+14,670
| New | +$782K | 0.14% | 171 |
|
|
2025
Q1 | – | Sell |
-17,428
| Closed | -$898K | – | 454 |
|
|
2024
Q4 | $898K | Buy |
17,428
+17,295
| +13,004% | +$891K | 0.17% | 146 |
|
|
2024
Q3 | $7.14K | Sell |
133
-15,690
| -99% | -$843K | ﹤0.01% | 605 |
|
|
2024
Q2 | $811K | Buy |
+15,823
| New | +$811K | 0.17% | 140 |
|
|
2023
Q4 | – | Sell |
-32,923
| Closed | -$1.6M | – | 374 |
|
|
2023
Q3 | $1.6M | Buy |
32,923
+13,782
| +72% | +$670K | 0.45% | 59 |
|
|
2023
Q2 | $968K | Sell |
19,141
-17,355
| -48% | -$878K | 0.27% | 90 |
|
|
2023
Q1 | $1.87M | Buy |
+36,496
| New | +$1.87M | 1.01% | 23 |
|
|
2021
Q3 | – | Sell |
-27,145
| Closed | -$1.64M | – | 251 |
|
|
2021
Q2 | $1.64M | Buy |
+27,145
| New | +$1.64M | 0.63% | 35 |
|