Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,419
| Closed | -$129K | – | 844 |
|
|
2024
Q3 | $129K | Sell |
2,419
-194
| -7% | -$10.3K | 0.04% | 320 |
|
|
2024
Q2 | $133K | Buy |
2,613
+18
| +0.7% | +$916 | 0.04% | 298 |
|
|
2024
Q1 | $134K | Sell |
2,595
-189
| -7% | -$9.75K | 0.04% | 302 |
|
|
2023
Q4 | $144K | Sell |
2,784
-107
| -4% | -$5.53K | 0.05% | 280 |
|
|
2023
Q3 | $141K | Buy |
+2,891
| New | +$141K | 0.05% | 261 |
|
|
2023
Q1 | $186K | Buy |
+3,624
| New | +$186K | 0.07% | 206 |
|
|
2022
Q4 | – | Sell |
-4,257
| Closed | -$205K | – | 681 |
|
|
2022
Q3 | $205K | Sell |
4,257
-280
| -6% | -$13.5K | 0.08% | 184 |
|
|
2022
Q2 | $232K | Sell |
4,537
-37
| -0.8% | -$1.89K | 0.1% | 178 |
|
|
2022
Q1 | $251K | Sell |
4,574
-537
| -11% | -$29.5K | 0.1% | 175 |
|
|
2021
Q4 | $303K | Buy |
+5,111
| New | +$303K | 0.11% | 166 |
|