Perigon Wealth Management’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 | – | Sell |
-4,719
| Closed | -$248K | – | 1077 |
|
|
2025
Q1 | $248K | Sell |
4,719
-164
| -3% | -$8.61K | 0.01% | 884 |
|
|
2024
Q4 | $251K | Sell |
4,883
-885
| -15% | -$45.6K | 0.01% | 879 |
|
|
2024
Q3 | $310K | Sell |
5,768
-1,075
| -16% | -$57.7K | 0.01% | 772 |
|
|
2024
Q2 | $351K | Buy |
6,843
+1,727
| +34% | +$88.5K | 0.01% | 633 |
|
|
2024
Q1 | $264K | Hold |
5,116
| – | – | 0.01% | 718 |
|
|
2023
Q4 | $266K | Sell |
5,116
-66
| -1% | -$3.43K | 0.01% | 693 |
|
|
2023
Q3 | $252K | Buy |
+5,182
| New | +$252K | 0.01% | 653 |
|