Kestra Private Wealth Services’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 | $552K | Sell |
10,367
-18,157
| -64% | -$968K | 0.01% | 984 |
|
|
2025
Q1 | $1.5M | Sell |
28,524
-12,888
| -31% | -$677K | 0.03% | 539 |
|
|
2024
Q4 | $2.13M | Sell |
41,412
-1,295
| -3% | -$66.7K | 0.04% | 422 |
|
|
2024
Q3 | $2.29M | Sell |
42,707
-9,198
| -18% | -$494K | 0.04% | 395 |
|
|
2024
Q2 | $2.66M | Sell |
51,905
-6,211
| -11% | -$318K | 0.05% | 328 |
|
|
2024
Q1 | $3M | Buy |
58,116
+4,532
| +8% | +$234K | 0.07% | 287 |
|
|
2023
Q4 | $2.79M | Buy |
53,584
+45,190
| +538% | +$2.35M | 0.07% | 283 |
|
|
2023
Q3 | $408K | Buy |
8,394
+4,029
| +92% | +$196K | 0.01% | 744 |
|
|
2023
Q2 | $221K | Buy |
4,365
+63
| +1% | +$3.19K | 0.01% | 935 |
|
|
2023
Q1 | $221K | Buy |
+4,302
| New | +$221K | 0.01% | 891 |
|