RWM
Revisor Wealth Management’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 | $2.96M | Sell |
56,007
-3,305
| -6% | -$175K | 1.07% | 16 |
|
|
2025
Q1 | $3.12M | Buy |
59,312
+10,338
| +21% | +$543K | 1.39% | 15 |
|
|
2024
Q4 | $2.52M | Sell |
48,974
-22,213
| -31% | -$1.14M | 2.33% | 9 |
|
|
2024
Q3 | $3.82M | Sell |
71,187
-8,374
| -11% | -$450K | 2.39% | 9 |
|
|
2024
Q2 | $4.08M | Sell |
79,561
-77,628
| -49% | -$3.98M | 2.83% | 8 |
|
|
2024
Q1 | $8.14M | Buy |
157,189
+141,850
| +925% | +$7.35M | 3.68% | 5 |
|
|
2023
Q4 | $798K | Sell |
15,339
-76,037
| -83% | -$3.95M | 0.92% | 20 |
|
|
2023
Q3 | $4.45M | Buy |
91,376
+20,287
| +29% | +$987K | 3.78% | 5 |
|
|
2023
Q2 | $3.59M | Sell |
71,089
-5,591
| -7% | -$283K | 3.23% | 4 |
|
|
2023
Q1 | $3.93M | Buy |
+76,680
| New | +$3.93M | 3.59% | 3 |
|