Omega Financial Group’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 | $466K | Hold |
8,745
| – | – | 0.17% | 67 |
|
|
2025
Q1 | $459K | Buy |
8,745
+174
| +2% | +$9.14K | 0.18% | 64 |
|
|
2024
Q4 | $441K | Buy |
8,571
+128
| +2% | +$6.59K | 0.17% | 62 |
|
|
2024
Q3 | $454K | Sell |
8,443
-93
| -1% | -$5K | 0.17% | 62 |
|
|
2024
Q2 | $438K | Buy |
8,536
+77
| +0.9% | +$3.95K | 0.18% | 65 |
|
|
2024
Q1 | $436K | Sell |
8,459
-1,898
| -18% | -$97.9K | 0.18% | 65 |
|
|
2023
Q4 | $539K | Buy |
10,357
+395
| +4% | +$20.5K | 0.23% | 62 |
|
|
2023
Q3 | $485K | Buy |
9,962
+159
| +2% | +$7.74K | 0.24% | 62 |
|
|
2023
Q2 | $496K | Sell |
9,803
-273
| -3% | -$13.8K | 0.23% | 62 |
|
|
2023
Q1 | $517K | Sell |
10,076
-14,548
| -59% | -$746K | 0.24% | 60 |
|
|
2022
Q4 | $1.22M | Buy |
24,624
+742
| +3% | +$36.7K | 0.63% | 43 |
|
|
2022
Q3 | $1.15M | Hold |
23,882
| – | – | 0.6% | 38 |
|
|
2022
Q2 | $1.22M | Sell |
23,882
-2,899
| -11% | -$148K | 0.59% | 40 |
|
|
2022
Q1 | $1.47M | Buy |
+26,781
| New | +$1.47M | 0.64% | 35 |
|