Roundview Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.1M Buy
322,146
+11,461
+4% +$617K 1.07% 21
2025
Q4
$16.7M Buy
310,685
+20,331
+7% +$1.1M 1.03% 20
2025
Q3
$15.7M Sell
290,354
-10,797
-4% -$577K 0.99% 20
2025
Q2
$16M Sell
301,151
-8,323
-3% -$434K 1.07% 21
2025
Q1
$16.3M Sell
309,474
-4,891
-2% -$254K 1.17% 18
2024
Q4
$16.2M Buy
314,365
+3,893
+1% +$204K 1.13% 16
2024
Q3
$16.7M Buy
310,472
+14,451
+5% +$762K 1.21% 16
2024
Q2
$15.2M Buy
296,021
+6,428
+2% +$327K 1.2% 15
2024
Q1
$14.9M Buy
289,593
+45,941
+19% +$2.36M 1.22% 16
2023
Q4
$12.7M Buy
243,652
+118,804
+95% +$5.87M 1.17% 15
2023
Q3
$6.07M Sell
124,848
-19,447
-13% -$968K 0.61% 37
2023
Q2
$7.3M Buy
144,295
+35,596
+33% +$1.81M 0.71% 32
2023
Q1
$5.57M Buy
108,699
+20,726
+24% +$1.05M 0.58% 44
2022
Q4
$4.36M Sell
87,973
-56,619
-39% -$2.78M 0.5% 52
2022
Q3
$6.98M Sell
144,592
-60,358
-29% -$3.09M 0.88% 20
2022
Q2
$10.5M Buy
204,950
+28,031
+16% +$1.46M 1.25% 13
2022
Q1
$9.71M Sell
176,919
-1,320
-0.7% -$74.8K 1% 19
2021
Q4
$10.6M Sell
178,239
-17,282
-9% -$1.03M 1.05% 19
2021
Q3
$11.7M Buy
195,521
+5,308
+3% +$322K 1.29% 13
2021
Q2
$11.5M Buy
190,213
+17,198
+10% +$1.03M 1.28% 13
2021
Q1
$10.2M Sell
173,015
-229
-0.1% -$13.9K 1.29% 14
2020
Q4
$10.7M Buy
173,244
+4,721
+3% +$289K 1.46% 13
2020
Q3
$10.2M Buy
168,523
+28,295
+20% +$1.73M 1.61% 11
2020
Q2
$8.47M Buy
140,228
+19,379
+16% +$1.13M 1.44% 12
2020
Q1
$6.64M Buy
120,849
+26,437
+28% +$1.53M 1.4% 16
2019
Q4
$5.47M Buy
94,412
+37,911
+67% +$2.19M 1.04% 20
2019
Q3
$3.27M Buy
56,501
+933
+2% +$53.6K 0.71% 33
2019
Q2
$3.17M Buy
55,568
+35,340
+175% +$1.96M 0.71% 35
2019
Q1
$1.11M Buy
20,228
+2,958
+17% +$159K 0.26% 103
2018
Q4
$905K Hold
17,270
0.25% 107
2018
Q3
$917K Buy
17,270
+50
+0.3% +$2.66K 0.23% 122
2018
Q2
$915K Hold
17,220
0.24% 115
2018
Q1
$923K Sell
17,220
-12,490
-42% -$673K 0.26% 108
2017
Q4
$1.62M Buy
29,710
+620
+2% +$34K 0.42% 78
2017
Q3
$1.6M Sell
29,090
-1,520
-5% -$83.7K 0.46% 72
2017
Q2
$1.68M Buy
30,610
+2,250
+8% +$123K 0.49% 70
2017
Q1
$1.54M Buy
28,360
+2,790
+11% +$151K 0.48% 73
2016
Q4
$1.38M Sell
25,570
-630
-2% -$34.4K 0.44% 72
2016
Q3
$1.46M Buy
26,200
+1,740
+7% +$96.9K 0.52% 57
2016
Q2
$1.36M Buy
24,460
+2,580
+12% +$142K 0.5% 62
2016
Q1
$1.2M Buy
21,880
+20
+0.1% +$1.08K 0.45% 72
2015
Q4
$1.17M Buy
21,860
+640
+3% +$34.6K 0.46% 69
2015
Q3
$1.15M Hold
21,220
0.49% 63
2015
Q2
$1.16M Buy
21,220
+12,620
+147% +$693K 0.43% 71
2015
Q1
$476K Buy
8,600
+360
+4% +$19.8K 0.19% 108
2014
Q4
$450K Buy
8,240
+2,000
+32% +$110K 0.18% 115
2014
Q3
$341K Buy
6,240
+1,050
+20% +$57.7K 0.15% 103
2014
Q2
$286K Buy
+5,190
New +$285K 0.12% 129

Other funds holding IGIB