Morton Brown Family Wealth’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 | $132K | Hold |
2,486
| – | – | 0.04% | 75 |
|
|
2025
Q1 | $131K | Hold |
2,486
| – | – | 0.04% | 70 |
|
|
2024
Q4 | $128K | Hold |
2,486
| – | – | 0.04% | 73 |
|
|
2024
Q3 | $134K | Hold |
2,486
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $129K | Buy |
+2,486
| New | +$129K | 0.05% | 63 |
|
|
2024
Q1 | – | Sell |
-308
| Closed | -$16K | – | 261 |
|
|
2023
Q4 | $16K | Sell |
308
-367
| -54% | -$19.1K | 0.01% | 158 |
|
|
2023
Q3 | $32.8K | Sell |
675
-155
| -19% | -$7.54K | 0.02% | 93 |
|
|
2023
Q2 | $42K | Buy |
830
+96
| +13% | +$4.86K | 0.02% | 83 |
|
|
2023
Q1 | $37.6K | Buy |
734
+257
| +54% | +$13.2K | 0.02% | 83 |
|
|
2022
Q4 | $23.6K | Buy |
+477
| New | +$23.6K | 0.02% | 92 |
|