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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Sell |
|
|||||
|
2025
Q2 | $1.34M | Sell |
|
|||||
|
2025
Q1 | $1.37M | Sell |
|
|||||
|
2024
Q4 | $1.48M | Sell |
|
|||||
|
2024
Q3 | $1.57M | Buy |
|
|||||
|
2024
Q2 | $1.47M | Sell |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.54M | Sell |
|
|||||
|
2023
Q3 | $1.51M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $21K | Hold |
|
|||||
|
2017
Q4 | $21K | Buy |
|