Mittelman 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 | $9.02M | Buy |
169,222
+34,627
| +26% | +$1.85M | 7.61% | 6 |
|
|
2025
Q1 | $7.07M | Buy |
134,595
+2,250
| +2% | +$118K | 6.38% | 7 |
|
|
2024
Q4 | $6.82M | Sell |
132,345
-63,626
| -32% | -$3.28M | 6.34% | 7 |
|
|
2024
Q3 | $10.5M | Buy |
195,971
+7,796
| +4% | +$419K | 5.98% | 7 |
|
|
2024
Q2 | $9.65M | Buy |
188,175
+9,522
| +5% | +$488K | 6.25% | 5 |
|
|
2024
Q1 | $9.22M | Buy |
+178,653
| New | +$9.22M | 6.25% | 5 |
|