SWM
Seaside 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 | $290K | Hold |
5,444
| – | – | 0.09% | 55 |
|
|
2025
Q1 | $286K | Hold |
5,444
| – | – | 0.1% | 48 |
|
|
2024
Q4 | $280K | Hold |
5,444
| – | – | 0.1% | 47 |
|
|
2024
Q3 | $292K | Hold |
5,444
| – | – | 0.11% | 44 |
|
|
2024
Q2 | $279K | Hold |
5,444
| – | – | 0.12% | 45 |
|
|
2024
Q1 | $281K | Hold |
5,444
| – | – | 0.12% | 42 |
|
|
2023
Q4 | $283K | Buy |
5,444
+259
| +5% | +$13.5K | 0.13% | 42 |
|
|
2023
Q3 | $252K | Hold |
5,185
| – | – | 0.13% | 40 |
|
|
2023
Q2 | $262K | Hold |
5,185
| – | – | 0.14% | 41 |
|
|
2023
Q1 | $266K | Hold |
5,185
| – | – | 0.16% | 38 |
|
|
2022
Q4 | $257K | Hold |
5,185
| – | – | 0.17% | 38 |
|
|
2022
Q3 | $249K | Buy |
+5,185
| New | +$249K | 0.17% | 39 |
|