SWM
Seed 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 | – | Sell |
-8,580
| Closed | -$451K | – | 154 |
|
|
2025
Q1 | $451K | Hold |
8,580
| – | – | 0.37% | 72 |
|
|
2024
Q4 | $442K | Hold |
8,580
| – | – | 0.36% | 72 |
|
|
2024
Q3 | $461K | Sell |
8,580
-610
| -7% | -$32.8K | 0.37% | 69 |
|
|
2024
Q2 | $471K | Sell |
9,190
-735
| -7% | -$37.7K | 0.41% | 61 |
|
|
2024
Q1 | $507K | Sell |
9,925
-2,795
| -22% | -$143K | 0.48% | 53 |
|
|
2023
Q4 | $658K | Sell |
12,720
-12,655
| -50% | -$655K | 0.66% | 36 |
|
|
2023
Q3 | $1.23M | Buy |
25,375
+675
| +3% | +$32.8K | 1.39% | 16 |
|
|
2023
Q2 | $1.25M | Buy |
+24,700
| New | +$1.25M | 1.32% | 18 |
|