Retirement Financial Solutions’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 | $3.89M | Sell |
72,955
-3,460
| -5% | -$184K | 2.41% | 14 |
|
|
2025
Q1 | $4.01M | Sell |
76,415
-3,217
| -4% | -$169K | 2.43% | 14 |
|
|
2024
Q4 | $4.1M | Sell |
79,632
-3,233
| -4% | -$167K | 2.21% | 14 |
|
|
2024
Q3 | $4.45M | Buy |
82,865
+681
| +0.8% | +$36.6K | 1.95% | 16 |
|
|
2024
Q2 | $4.21M | Buy |
82,184
+3,515
| +4% | +$180K | 1.98% | 16 |
|
|
2024
Q1 | $4.06M | Buy |
78,669
+2,343
| +3% | +$121K | 2.09% | 16 |
|
|
2023
Q4 | $3.97M | Sell |
76,326
-46,942
| -38% | -$2.44M | 2.25% | 16 |
|
|
2023
Q3 | $6M | Sell |
123,268
-9,331
| -7% | -$454K | 4.04% | 10 |
|
|
2023
Q2 | $6.71M | Buy |
132,599
+10,758
| +9% | +$544K | 4.61% | 10 |
|
|
2023
Q1 | $6.25M | Buy |
121,841
+6,389
| +6% | +$328K | 4.97% | 9 |
|
|
2022
Q4 | $5.72M | Buy |
+115,452
| New | +$5.72M | 4.86% | 10 |
|