Herold 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
Q2 | $2.63M | Buy |
49,326
+6,964
| +16% | +$371K | 0.55% | 50 |
|
|
2025
Q1 | $2.22M | Buy |
42,362
+22,276
| +111% | +$1.17M | 0.49% | 60 |
|
|
2024
Q4 | $1.03M | Buy |
20,086
+3,873
| +24% | +$200K | 0.23% | 116 |
|
|
2024
Q3 | $871K | Buy |
16,213
+2,404
| +17% | +$129K | 0.19% | 143 |
|
|
2024
Q2 | $708K | Buy |
13,809
+1,249
| +10% | +$64K | 0.16% | 149 |
|
|
2024
Q1 | $648K | Sell |
12,560
-1,842
| -13% | -$95.1K | 0.16% | 152 |
|
|
2023
Q4 | $749K | Buy |
14,402
+2,692
| +23% | +$140K | 0.21% | 128 |
|
|
2023
Q3 | $570K | Buy |
11,710
+2,669
| +30% | +$130K | 0.17% | 142 |
|
|
2023
Q2 | $457K | Buy |
9,041
+4,821
| +114% | +$244K | 0.14% | 162 |
|
|
2023
Q1 | $216K | Buy |
+4,220
| New | +$216K | 0.07% | 213 |
|
|
2022
Q4 | – | Sell |
-4,678
| Closed | -$225K | – | 209 |
|
|
2022
Q3 | $225K | Hold |
4,678
| – | – | 0.11% | 166 |
|
|
2022
Q2 | $238K | Sell |
4,678
-1,045
| -18% | -$53.2K | 0.11% | 175 |
|
|
2022
Q1 | $314K | Buy |
5,723
+25
| +0.4% | +$1.37K | 0.11% | 155 |
|
|
2021
Q4 | $337K | Sell |
5,698
-375
| -6% | -$22.2K | 0.13% | 155 |
|
|
2021
Q3 | $364K | Buy |
+6,073
| New | +$364K | 0.14% | 148 |
|