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Montag & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Montag & Associates’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.4K Hold
515
– – ﹤0.01% 649
2025
Q1 		$27K Sell
515
-38
-7% -$2K ﹤0.01% 691
2024
Q4 		$28.5K Buy
553
+293
+113% +$15.1K ﹤0.01% 681
2024
Q3 		$14K Buy
+260
New +$14K ﹤0.01% 768