ProVise Management Group’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 | $30.1M | Sell |
565,571
-6,680
| -1% | -$356K | 2.38% | 8 |
|
|
2025
Q1 | $30.1M | Buy |
572,251
+66,202
| +13% | +$3.48M | 2.55% | 4 |
|
|
2024
Q4 | $26.1M | Buy |
506,049
+679
| +0.1% | +$35K | 2.23% | 10 |
|
|
2024
Q3 | $27.1M | Buy |
505,370
+23,235
| +5% | +$1.25M | 2.15% | 7 |
|
|
2024
Q2 | $24.7M | Buy |
482,135
+54,112
| +13% | +$2.77M | 2.1% | 8 |
|
|
2024
Q1 | $22.1M | Buy |
428,023
+41,236
| +11% | +$2.13M | 1.91% | 9 |
|
|
2023
Q4 | $20.1M | Buy |
386,787
+5,723
| +2% | +$298K | 1.71% | 14 |
|
|
2023
Q3 | $18.5M | Buy |
381,064
+12,498
| +3% | +$608K | 1.72% | 12 |
|
|
2023
Q2 | $18.6M | Buy |
368,566
+12,624
| +4% | +$638K | 1.69% | 11 |
|
|
2023
Q1 | $18.3M | Buy |
355,942
+47,678
| +15% | +$2.44M | 1.75% | 8 |
|
|
2022
Q4 | $15.3M | Buy |
308,264
+111
| +0% | +$5.5K | 1.55% | 13 |
|
|
2022
Q3 | $14.9M | Buy |
308,153
+41,806
| +16% | +$2.02M | 1.66% | 8 |
|
|
2022
Q2 | $13.6M | Buy |
266,347
+12,062
| +5% | +$616K | 1.45% | 15 |
|
|
2022
Q1 | $14M | Buy |
254,285
+4,763
| +2% | +$261K | 1.32% | 13 |
|
|
2021
Q4 | $14.8M | Buy |
249,522
+51,218
| +26% | +$3.04M | 1.34% | 13 |
|
|
2021
Q3 | $11.9M | Buy |
198,304
+53,085
| +37% | +$3.19M | 1.18% | 15 |
|
|
2021
Q2 | $8.79M | Buy |
145,219
+30,542
| +27% | +$1.85M | 0.9% | 23 |
|
|
2021
Q1 | $6.79M | Buy |
114,677
+30,806
| +37% | +$1.82M | 0.73% | 36 |
|
|
2020
Q4 | $5.18M | Buy |
83,871
+22,617
| +37% | +$1.4M | 0.6% | 49 |
|
|
2020
Q3 | $3.73M | Buy |
61,254
+44,454
| +265% | +$2.7M | 0.5% | 60 |
|
|
2020
Q2 | $1.01M | Buy |
+16,800
| New | +$1.01M | 0.15% | 134 |
|