Pinnacle Family 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 | $1.77M | Buy |
33,318
+244
| +0.7% | +$12.9K | 0.86% | 28 |
|
|
2025
Q1 | $1.74M | Sell |
33,074
-194
| -0.6% | -$10.2K | 0.94% | 32 |
|
|
2024
Q4 | $1.71M | Buy |
33,268
+1,159
| +4% | +$59.7K | 0.83% | 31 |
|
|
2024
Q3 | $1.72M | Sell |
32,109
-898
| -3% | -$48.2K | 0.89% | 31 |
|
|
2024
Q2 | $1.69M | Buy |
33,007
+5,816
| +21% | +$298K | 0.94% | 24 |
|
|
2024
Q1 | $1.4M | Sell |
27,191
-1,447
| -5% | -$74.7K | 0.75% | 29 |
|
|
2023
Q4 | $1.49M | Sell |
28,638
-1,425
| -5% | -$74.1K | 0.88% | 25 |
|
|
2023
Q3 | $1.46M | Buy |
30,063
+177
| +0.6% | +$8.61K | 0.84% | 21 |
|
|
2023
Q2 | $1.51M | Buy |
29,886
+164
| +0.6% | +$8.29K | 0.82% | 22 |
|
|
2023
Q1 | $1.52M | Buy |
29,722
+303
| +1% | +$15.5K | 0.93% | 25 |
|
|
2022
Q4 | $1.46M | Buy |
+29,419
| New | +$1.46M | 1.04% | 21 |
|
|
2022
Q2 | – | Sell |
-3,856
| Closed | -$212K | – | 100 |
|
|
2022
Q1 | $212K | Sell |
3,856
-23,991
| -86% | -$1.32M | 0.11% | 113 |
|
|
2021
Q4 | $1.65M | Sell |
27,847
-738
| -3% | -$43.7K | 0.75% | 27 |
|
|
2021
Q3 | $1.72M | Buy |
28,585
+223
| +0.8% | +$13.4K | 0.77% | 29 |
|
|
2021
Q2 | $1.72M | Sell |
28,362
-3,433
| -11% | -$208K | 0.75% | 34 |
|
|
2021
Q1 | $1.88M | Sell |
31,795
-1,917
| -6% | -$114K | 0.99% | 27 |
|
|
2020
Q4 | $2.08M | Buy |
33,712
+12,717
| +61% | +$786K | 1.27% | 18 |
|
|
2020
Q3 | $1.28M | Buy |
20,995
+45
| +0.2% | +$2.74K | 0.86% | 28 |
|
|
2020
Q2 | $1.27M | Buy |
20,950
+137
| +0.7% | +$8.27K | 1.1% | 27 |
|
|
2020
Q1 | $1.14M | Buy |
20,813
+880
| +4% | +$48.3K | 1.37% | 24 |
|
|
2019
Q4 | $1.16M | Buy |
19,933
+1,917
| +11% | +$111K | 1.04% | 27 |
|
|
2019
Q3 | $1.04M | Sell |
18,016
-655
| -4% | -$37.9K | 0.92% | 27 |
|
|
2019
Q2 | $1.06M | Buy |
18,671
+3,073
| +20% | +$175K | 0.88% | 28 |
|
|
2019
Q1 | $860K | Buy |
+15,598
| New | +$860K | 0.76% | 34 |
|