Marcum Wealth’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $402K | Sell |
7,997
-326
| -4% | -$16.4K | 0.03% | 226 |
|
|
2024
Q4 | $411K | Buy |
8,323
+209
| +3% | +$10.3K | 0.04% | 222 |
|
|
2024
Q3 | $435K | Sell |
8,114
-4,289
| -35% | -$230K | 0.04% | 223 |
|
|
2024
Q2 | $621K | Buy |
12,403
+1,437
| +13% | +$71.9K | 0.06% | 158 |
|
|
2024
Q1 | $565K | Sell |
10,966
-59
| -0.5% | -$3.04K | 0.06% | 174 |
|
|
2023
Q4 | $581K | Sell |
11,025
-119
| -1% | -$6.27K | 0.06% | 156 |
|
|
2023
Q3 | $525K | Buy |
11,144
+6,737
| +153% | +$318K | 0.06% | 164 |
|
|
2023
Q2 | $227K | Buy |
+4,407
| New | +$227K | 0.03% | 306 |
|