PWMG
Private Wealth Management Group’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 | $2.65M | Buy |
49,792
+9,226
| +23% | +$492K | 0.88% | 22 |
|
|
2025
Q1 | $2.13M | Buy |
40,566
+11,951
| +42% | +$628K | 0.79% | 22 |
|
|
2024
Q4 | $1.47M | Buy |
28,615
+2,261
| +9% | +$116K | 0.56% | 26 |
|
|
2024
Q3 | $1.42M | Sell |
26,354
-44
| -0.2% | -$2.36K | 0.56% | 27 |
|
|
2024
Q2 | $1.35M | Buy |
26,398
+2,359
| +10% | +$121K | 0.59% | 25 |
|
|
2024
Q1 | $1.24M | Buy |
24,039
+6,253
| +35% | +$323K | 0.56% | 26 |
|
|
2023
Q4 | $925K | Buy |
+17,786
| New | +$925K | 0.45% | 31 |
|