Meridian Wealth Management’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 | $1.16M | Sell |
21,744
-430
| -2% | -$22.9K | 0.05% | 285 |
|
2025
Q1 | $1.16M | Sell |
22,174
-967
| -4% | -$50.8K | 0.06% | 263 |
|
2024
Q4 | $1.19M | Buy |
23,141
+2,449
| +12% | +$126K | 0.06% | 259 |
|
2024
Q3 | $1.11M | Buy |
+20,692
| New | +$1.11M | 0.05% | 265 |
|
2024
Q2 | – | Sell |
-4,901
| Closed | -$253K | – | 397 |
|
2024
Q1 | $253K | Sell |
4,901
-872
| -15% | -$45K | 0.04% | 179 |
|
2023
Q4 | $300K | Buy |
+5,773
| New | +$300K | 0.02% | 501 |
|