SAG
SageView Advisory Group’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 | $4.37M | Buy |
82,435
+2,050
| +3% | +$109K | 0.17% | 72 |
|
|
2025
Q1 | $4.22M | Sell |
80,385
-7,794
| -9% | -$409K | 0.18% | 64 |
|
|
2024
Q4 | $4.54M | Sell |
88,179
-2,770
| -3% | -$143K | 0.2% | 64 |
|
|
2024
Q3 | $4.89M | Buy |
+90,949
| New | +$4.89M | 0.25% | 50 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 59 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 632 |
|
|
2023
Q4 | – | Sell |
-66,727
| Closed | -$3.25M | – | 90 |
|
|
2023
Q3 | $3.25M | Sell |
66,727
-3,581
| -5% | -$174K | 0.19% | 74 |
|
|
2023
Q2 | $3.56M | Buy |
70,308
+1,062
| +2% | +$53.7K | 0.2% | 75 |
|
|
2023
Q1 | $3.55M | Buy |
69,246
+20,583
| +42% | +$1.06M | 0.23% | 72 |
|
|
2022
Q4 | $2.41M | Buy |
+48,663
| New | +$2.41M | 0.2% | 83 |
|