Heck Capital Advisors’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
Q1 | – | Sell |
-473
| Closed | -$24.4K | – | 244 |
|
|
2024
Q4 | $24.4K | Sell |
473
-13
| -3% | -$670 | ﹤0.01% | 184 |
|
|
2024
Q3 | $26.1K | Buy |
486
+5
| +1% | +$269 | ﹤0.01% | 174 |
|
|
2024
Q2 | $24.6K | Buy |
481
+5
| +1% | +$256 | ﹤0.01% | 172 |
|
|
2024
Q1 | $24.5K | Buy |
476
+4
| +0.8% | +$206 | ﹤0.01% | 170 |
|
|
2023
Q4 | $24.6K | Buy |
472
+6
| +1% | +$312 | ﹤0.01% | 163 |
|
|
2023
Q3 | $22.7K | Buy |
466
+5
| +1% | +$243 | ﹤0.01% | 158 |
|
|
2023
Q2 | $23.3K | Buy |
461
+4
| +0.9% | +$202 | ﹤0.01% | 146 |
|
|
2023
Q1 | $23.4K | Buy |
457
+11
| +2% | +$564 | ﹤0.01% | 133 |
|
|
2022
Q4 | $22.1K | Buy |
446
+5
| +1% | +$248 | ﹤0.01% | 133 |
|
|
2022
Q3 | $21.3K | Buy |
441
+3
| +0.7% | +$145 | ﹤0.01% | 131 |
|
|
2022
Q2 | $22.4K | Sell |
438
-5,422
| -93% | -$277K | ﹤0.01% | 132 |
|
|
2022
Q1 | $322K | Sell |
5,860
-2,980
| -34% | -$164K | 0.06% | 96 |
|
|
2021
Q4 | $524K | Buy |
8,840
+34
| +0.4% | +$2.02K | 0.1% | 84 |
|
|
2021
Q3 | $529K | Buy |
8,806
+18
| +0.2% | +$1.08K | 0.11% | 85 |
|
|
2021
Q2 | $532K | Buy |
8,788
+14
| +0.2% | +$847 | 0.11% | 85 |
|
|
2021
Q1 | $520K | Buy |
8,774
+2,926
| +50% | +$173K | 0.11% | 83 |
|
|
2020
Q4 | $361K | Sell |
5,848
-17
| -0.3% | -$1.05K | 0.09% | 83 |
|
|
2020
Q3 | $357K | Buy |
5,865
+3
| +0.1% | +$182 | 0.1% | 72 |
|
|
2020
Q2 | $354K | Buy |
+5,862
| New | +$354K | 0.07% | 68 |
|