IWS
Insight Wealth Strategies’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
443,328
+5,001
| +1% | +$251K | 2.81% | 10 |
|
|
2025
Q1 | $22M | Buy |
+438,327
| New | +$22M | 2.96% | 9 |
|
|
2021
Q3 | – | Sell |
-4,564
| Closed | -$320K | – | 190 |
|
|
2021
Q2 | $320K | Buy |
4,564
+575
| +14% | +$40.3K | 0.05% | 155 |
|
|
2021
Q1 | $266K | Sell |
3,989
-42,533
| -91% | -$2.84M | 0.04% | 190 |
|
|
2020
Q4 | $3.4M | Buy |
+46,522
| New | +$3.4M | 0.58% | 28 |
|
|
2020
Q2 | – | Sell |
-42,156
| Closed | -$2.68M | – | 175 |
|
|
2020
Q1 | $2.68M | Buy |
42,156
+3,740
| +10% | +$238K | 0.71% | 24 |
|
|
2019
Q4 | $2.56M | Buy |
38,416
+4,418
| +13% | +$295K | 0.54% | 33 |
|
|
2019
Q3 | $2.27M | Buy |
33,998
+28,827
| +557% | +$1.92M | 0.53% | 33 |
|
|
2019
Q2 | $330K | Buy |
+5,171
| New | +$330K | 0.08% | 134 |
|