PFA
Pinnacle Family Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
74,919
+631
| +0.8% | +$31.4K | 1.81% | 12 |
|
|
2025
Q1 | $3.73M | Sell |
74,288
-17
| -0% | -$854 | 2.03% | 13 |
|
|
2024
Q4 | $3.67M | Buy |
74,305
+467
| +0.6% | +$23.1K | 1.78% | 13 |
|
|
2024
Q3 | $3.96M | Sell |
73,838
-1,277
| -2% | -$68.4K | 2.05% | 12 |
|
|
2024
Q2 | $3.76M | Buy |
75,115
+10,175
| +16% | +$509K | 2.08% | 11 |
|
|
2024
Q1 | $3.35M | Sell |
64,940
-1,949
| -3% | -$100K | 1.78% | 17 |
|
|
2023
Q4 | $3.52M | Sell |
66,889
-5,365
| -7% | -$283K | 2.07% | 15 |
|
|
2023
Q3 | $3.41M | Sell |
72,254
-358
| -0.5% | -$16.9K | 1.95% | 13 |
|
|
2023
Q2 | $3.74M | Buy |
72,612
+17,484
| +32% | +$901K | 2.02% | 14 |
|
|
2023
Q1 | $2.89M | Buy |
55,128
+25,789
| +88% | +$1.35M | 1.76% | 16 |
|
|
2022
Q4 | $1.46M | Buy |
+29,339
| New | +$1.46M | 1.04% | 20 |
|
|
2022
Q1 | – | Sell |
-15,113
| Closed | -$1.05M | – | 124 |
|
|
2021
Q4 | $1.05M | Sell |
15,113
-2,463
| -14% | -$171K | 0.48% | 38 |
|
|
2021
Q3 | $1.22M | Buy |
17,576
+743
| +4% | +$51.5K | 0.54% | 35 |
|
|
2021
Q2 | $1.18M | Sell |
16,833
-256
| -1% | -$18K | 0.52% | 38 |
|
|
2021
Q1 | $1.14M | Buy |
17,089
+6,636
| +63% | +$442K | 0.6% | 37 |
|
|
2020
Q4 | $763K | Buy |
10,453
+2,259
| +28% | +$165K | 0.47% | 47 |
|
|
2020
Q3 | $577K | Buy |
8,194
+53
| +0.7% | +$3.73K | 0.39% | 40 |
|
|
2020
Q2 | $570K | Buy |
+8,141
| New | +$570K | 0.5% | 36 |
|
|
2020
Q1 | – | Sell |
-10,653
| Closed | -$710K | – | 81 |
|
|
2019
Q4 | $710K | Buy |
10,653
+109
| +1% | +$7.27K | 0.64% | 36 |
|
|
2019
Q3 | $703K | Buy |
10,544
+541
| +5% | +$36.1K | 0.62% | 38 |
|
|
2019
Q2 | $638K | Buy |
10,003
+180
| +2% | +$11.5K | 0.53% | 44 |
|
|
2019
Q1 | $593K | Buy |
+9,823
| New | +$593K | 0.53% | 43 |
|