Quotient Wealth Partners’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 | $462K | Buy |
8,673
+81
| +0.9% | +$4.32K | 0.01% | 200 |
|
|
2025
Q1 | $451K | Hold |
8,592
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $443K | Sell |
8,592
-135
| -2% | -$6.95K | 0.01% | 191 |
|
|
2024
Q3 | $469K | Sell |
8,727
-8,119
| -48% | -$436K | 0.02% | 180 |
|
|
2024
Q2 | $864K | Sell |
16,846
-19,636
| -54% | -$1.01M | 0.03% | 116 |
|
|
2024
Q1 | $1.88M | Sell |
36,482
-192,110
| -84% | -$9.91M | 0.07% | 79 |
|
|
2023
Q4 | $11.9M | Buy |
+228,592
| New | +$11.9M | 0.46% | 33 |
|