H&H Retirement Design & 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
$5.78M Buy
108,988
+10,062
+10% +$534K 3.17% 9
2025
Q1
$5.1M Sell
98,926
-3,160
-3% -$163K 3.39% 7
2024
Q4
$5.32M Sell
102,086
-680
-0.7% -$35.5K 3.23% 8
2024
Q3
$5.45M Buy
102,766
+5,413
+6% +$287K 3.21% 8
2024
Q2
$5.04M Buy
97,353
+121
+0.1% +$6.27K 3.11% 6
2024
Q1
$4.89M Sell
97,232
-23,016
-19% -$1.16M 3.23% 6
2023
Q4
$6.16M Sell
120,248
-38,451
-24% -$1.97M 3.88% 6
2023
Q3
$7.68M Buy
158,699
+1,644
+1% +$79.6K 5.31% 6
2023
Q2
$7.98M Sell
157,055
-9,359
-6% -$475K 5.3% 6
2023
Q1
$8.56M Buy
+166,414
New +$8.56M 5.45% 6