Resurgent Financial 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 | $284K | Buy |
+5,330
| New | +$284K | 0.16% | 151 |
|
2024
Q1 | – | Sell |
-826
| Closed | -$43K | – | 322 |
|
2023
Q4 | $43K | Buy |
826
+27
| +3% | +$1.4K | 0.03% | 361 |
|
2023
Q3 | $38.9K | Buy |
799
+70
| +10% | +$3.41K | 0.03% | 363 |
|
2023
Q2 | $36.9K | Hold |
729
| – | – | 0.02% | 379 |
|
2023
Q1 | $37.4K | Sell |
729
-1,983
| -73% | -$102K | 0.02% | 383 |
|
2022
Q4 | $134K | Buy |
+2,712
| New | +$134K | 0.07% | 259 |
|