Holistic Financial 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 | $1.34M | Sell |
25,052
-1,060
| -4% | -$56.5K | 0.58% | 31 |
|
|
2025
Q1 | $1.37M | Sell |
26,112
-2,671
| -9% | -$140K | 0.66% | 26 |
|
|
2024
Q4 | $1.48M | Sell |
28,783
-508
| -2% | -$26.2K | 0.74% | 26 |
|
|
2024
Q3 | $1.57M | Buy |
29,291
+664
| +2% | +$35.7K | 0.76% | 23 |
|
|
2024
Q2 | $1.47M | Sell |
28,627
-338
| -1% | -$17.3K | 0.74% | 24 |
|
|
2024
Q1 | $1.49M | Sell |
28,965
-717
| -2% | -$37K | 0.76% | 25 |
|
|
2023
Q4 | $1.54M | Sell |
29,682
-1,313
| -4% | -$68.3K | 0.93% | 21 |
|
|
2023
Q3 | $1.51M | Buy |
+30,995
| New | +$1.51M | 1% | 19 |
|
|
2018
Q2 | – | Sell |
-390
| Closed | -$21K | – | 191 |
|
|
2018
Q1 | $21K | Hold |
390
| – | – | 0.02% | 275 |
|
|
2017
Q4 | $21K | Buy |
+390
| New | +$21K | 0.02% | 278 |
|