OneDigital Investment Advisors’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 | $421K | Sell |
7,908
-668
| -8% | -$35.6K | ﹤0.01% | 977 |
|
2025
Q1 | $450K | Sell |
8,576
-290
| -3% | -$15.2K | 0.01% | 898 |
|
2024
Q4 | $457K | Sell |
8,866
-2,078
| -19% | -$107K | 0.01% | 923 |
|
2024
Q3 | $588K | Sell |
10,944
-881
| -7% | -$47.3K | 0.01% | 874 |
|
2024
Q2 | $606K | Buy |
11,825
+6,624
| +127% | +$340K | 0.01% | 818 |
|
2024
Q1 | $268K | Buy |
5,201
+40
| +0.8% | +$2.06K | ﹤0.01% | 956 |
|
2023
Q4 | $268K | Buy |
+5,161
| New | +$268K | ﹤0.01% | 952 |
|
2022
Q4 | – | Sell |
-7,505
| Closed | -$362K | – | 835 |
|
2022
Q3 | $362K | Buy |
+7,505
| New | +$362K | 0.01% | 546 |
|
2019
Q2 | – | Sell |
-680
| Closed | -$37K | – | 1207 |
|
2019
Q1 | $37K | Buy |
+680
| New | +$37K | 0.01% | 553 |
|