Panoramic 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 | $238K | Sell |
4,467
-151
| -3% | -$8.05K | 0.15% | 103 |
|
2025
Q1 | $243K | Buy |
4,618
+26
| +0.6% | +$1.37K | 0.16% | 101 |
|
2024
Q4 | $237K | Sell |
4,592
-1,626
| -26% | -$83.7K | 0.15% | 103 |
|
2024
Q3 | $334K | Buy |
+6,218
| New | +$334K | 0.23% | 87 |
|
2024
Q1 | $315K | Buy |
6,101
+36
| +0.6% | +$1.86K | 0.23% | 82 |
|
2023
Q4 | $315K | Sell |
6,065
-1,943
| -24% | -$101K | 0.27% | 75 |
|
2023
Q3 | $390K | Buy |
+8,008
| New | +$390K | 0.36% | 63 |
|
2022
Q4 | $463K | Buy |
+9,342
| New | +$463K | 0.47% | 51 |
|