Obermeyer Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Obermeyer Wealth Partners’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$340K	Buy	6,386 +426	+7%	+$22.9K	0.02%	223
2025 Q4	$321K	Hold	5,960	–	–	0.01%	232
2025 Q3	$322K	Hold	5,960	–	–	0.02%	221
2025 Q2	$318K	Hold	5,960	–	–	0.02%	213
2025 Q1	$313K	Hold	5,960	–	–	0.02%	199
2024 Q4	$307K	Hold	5,960	–	–	0.02%	204
2024 Q3	$320K	Sell	5,960 -450	-7%	-$23.7K	0.02%	196
2024 Q2	$329K	Hold	6,410	–	–	0.02%	187
2024 Q1	$331K	Hold	6,410	–	–	0.02%	186
2023 Q4	$333K	Hold	6,410	–	–	0.02%	158
2023 Q3	$312K	Hold	6,410	–	–	0.02%	155
2023 Q2	$324K	Hold	6,410	–	–	0.02%	157
2023 Q1	$329K	Hold	6,410	–	–	0.02%	147
2022 Q4	$317K	Buy	+6,410	New	+$314K	0.02%	154
2022 Q3	–	Sell	-10,297	Closed	-$526K	–	224
2022 Q2	$526K	Hold	10,297	–	–	0.04%	112
2022 Q1	$565K	Sell	10,297 -1,101	-10%	-$62.4K	0.03%	118
2021 Q4	$676K	Sell	11,398 -3,000	-21%	-$179K	0.04%	103
2021 Q3	$865K	Hold	14,398	–	–	0.05%	82
2021 Q2	$871K	Hold	14,398	–	–	0.05%	88
2021 Q1	$853K	Hold	14,398	–	–	0.05%	85
2020 Q4	$890K	Hold	14,398	–	–	0.06%	65
2020 Q3	$876K	Hold	14,398	–	–	0.07%	60
2020 Q2	$869K	Hold	14,398	–	–	0.07%	53
2020 Q1	$791K	Hold	14,398	–	–	0.08%	53
2019 Q4	$835K	Hold	14,398	–	–	0.07%	58
2019 Q3	$834K	Buy	14,398 +988	+7%	+$56.8K	0.08%	59
2019 Q2	$764K	Sell	13,410 -6,000	-31%	-$333K	0.07%	60
2019 Q1	$1.07M	Sell	19,410 -20	-0.1%	-$1.07K	0.1%	54
2018 Q4	$1.02M	Sell	19,430 -40	-0.2%	-$2.09K	0.1%	53
2018 Q3	$1.03M	Hold	19,470	–	–	0.09%	54
2018 Q2	$1.03M	Hold	19,470	–	–	0.09%	53
2018 Q1	$1.04M	Hold	19,470	–	–	0.09%	50
2017 Q4	$1.06M	Sell	19,470 -50	-0.3%	-$2.74K	0.09%	58
2017 Q3	$1.07M	Buy	19,520 +450	+2%	+$24.8K	0.09%	59
2017 Q2	$1.05M	Hold	19,070	–	–	0.09%	58
2017 Q1	$1.04M	Hold	19,070	–	–	0.1%	56
2016 Q4	$1.03M	Sell	19,070 -140	-0.7%	-$7.65K	0.1%	54
2016 Q3	$1.07M	Hold	19,210	–	–	0.1%	52
2016 Q2	$1.07M	Sell	19,210 -2,350	-11%	-$129K	0.11%	52
2016 Q1	$1.18M	Buy	+21,560	New	+$1.16M	0.11%	51
2013 Q3	–	Sell	-310	Closed	-$17K	–	163
2013 Q2	$17K	Buy	+310	New	+$17.1K	﹤0.01%	214