Sequoia Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
5,384
-957
| -15% | -$51K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $333K | Buy |
+6,341
| New | +$333K | ﹤0.01% | 1010 |
|
|
2024
Q4 | – | Sell |
-3,881
| Closed | -$209K | – | 1367 |
|
|
2024
Q3 | $209K | Sell |
3,881
-207
| -5% | -$11.1K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $210K | Sell |
4,088
-115
| -3% | -$5.9K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $217K | Buy |
+4,203
| New | +$217K | ﹤0.01% | 1015 |
|
|
2022
Q4 | – | Sell |
-5,467
| Closed | -$264K | – | 807 |
|
|
2022
Q3 | $264K | Sell |
5,467
-119
| -2% | -$5.75K | 0.01% | 427 |
|
|
2022
Q2 | $285K | Buy |
5,586
+764
| +16% | +$39K | 0.01% | 450 |
|
|
2022
Q1 | $265K | Buy |
4,822
+854
| +22% | +$46.9K | 0.01% | 537 |
|
|
2021
Q4 | $235K | Buy |
+3,968
| New | +$235K | 0.01% | 510 |
|
|
2021
Q3 | – | Sell |
-3,968
| Closed | -$240K | – | 343 |
|
|
2021
Q2 | $240K | Sell |
3,968
-17
| -0.4% | -$1.03K | 0.01% | 420 |
|
|
2021
Q1 | $236K | Buy |
3,985
+222
| +6% | +$13.1K | 0.01% | 392 |
|
|
2020
Q4 | $233K | Buy |
3,763
+205
| +6% | +$12.7K | 0.01% | 361 |
|
|
2020
Q3 | $216K | Buy |
+3,558
| New | +$216K | 0.01% | 357 |
|
|
2016
Q3 | – | Sell |
-7,062
| Closed | -$393K | – | 261 |
|
|
2016
Q2 | $393K | Hold |
7,062
| – | – | 0.11% | 135 |
|
|
2016
Q1 | $387K | Buy |
+7,062
| New | +$387K | 0.13% | 114 |
|