PFWA
Paces Ferry Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Sell |
13,074
-260
| -2% | -$13.9K | 0.32% | 50 |
|
|
2025
Q1 | $700K | Buy |
13,334
+1,188
| +10% | +$62.4K | 0.35% | 50 |
|
|
2024
Q4 | $626K | Buy |
12,146
+3,206
| +36% | +$165K | 0.3% | 52 |
|
|
2024
Q3 | $480K | Buy |
8,940
+963
| +12% | +$51.7K | 0.28% | 59 |
|
|
2024
Q2 | $409K | Buy |
+7,977
| New | +$409K | 0.25% | 67 |
|
|
2021
Q3 | – | Sell |
-3,360
| Closed | -$203K | – | 120 |
|
|
2021
Q2 | $203K | Buy |
+3,360
| New | +$203K | 0.16% | 122 |
|