Market Street Wealth Management Advisors’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 | $1.91M | Sell |
35,764
-5,183
| -13% | -$276K | 0.31% | 41 |
|
2025
Q1 | $2.15M | Sell |
40,947
-1,059
| -3% | -$55.6K | 0.37% | 34 |
|
2024
Q4 | $2.16M | Hold |
42,006
| – | – | 0.36% | 35 |
|
2024
Q3 | $2.26M | Sell |
42,006
-253
| -0.6% | -$13.6K | 0.37% | 34 |
|
2024
Q2 | $2.17M | Sell |
42,259
-2,014
| -5% | -$103K | 0.37% | 34 |
|
2024
Q1 | $2.28M | Sell |
44,273
-1,051
| -2% | -$54.2K | 0.4% | 32 |
|
2023
Q4 | $2.36M | Sell |
45,324
-1,118
| -2% | -$58.1K | 0.49% | 32 |
|
2023
Q3 | $2.26M | Sell |
46,442
-14,334
| -24% | -$697K | 0.58% | 32 |
|
2023
Q2 | $3.07M | Sell |
60,776
-6,667
| -10% | -$337K | 0.78% | 26 |
|
2023
Q1 | $3.46M | Sell |
67,443
-540
| -0.8% | -$27.7K | 0.91% | 24 |
|
2022
Q4 | $3.37M | Sell |
67,983
-29,324
| -30% | -$1.45M | 0.98% | 24 |
|
2022
Q3 | $4.7M | Buy |
97,307
+33,812
| +53% | +$1.63M | 1.49% | 17 |
|
2022
Q2 | $3.24M | Sell |
63,495
-26,882
| -30% | -$1.37M | 1% | 24 |
|
2022
Q1 | $4.96M | Buy |
+90,377
| New | +$4.96M | 1.76% | 14 |
|