Sheets Smith Wealth Management’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 | $341K | Sell |
6,400
-1,000
| -14% | -$53.3K | 0.04% | 327 |
|
|
2025
Q1 | $389K | Sell |
7,400
-577
| -7% | -$30.3K | 0.05% | 279 |
|
|
2024
Q4 | $411K | Buy |
7,977
+1,177
| +17% | +$60.6K | 0.05% | 290 |
|
|
2024
Q3 | $365K | Buy |
6,800
+1,000
| +17% | +$53.7K | 0.04% | 294 |
|
|
2024
Q2 | $297K | Buy |
5,800
+700
| +14% | +$35.9K | 0.04% | 318 |
|
|
2024
Q1 | $263K | Buy |
5,100
+100
| +2% | +$5.16K | 0.03% | 335 |
|
|
2023
Q4 | $260K | Hold |
5,000
| – | – | 0.04% | 299 |
|
|
2023
Q3 | $243K | Buy |
5,000
+10
| +0.2% | +$487 | 0.04% | 289 |
|
|
2023
Q2 | $252K | Hold |
4,990
| – | – | 0.04% | 290 |
|
|
2023
Q1 | $256K | Hold |
4,990
| – | – | 0.04% | 281 |
|
|
2022
Q4 | $247K | Hold |
4,990
| – | – | 0.04% | 274 |
|
|
2022
Q3 | $241K | Sell |
4,990
-800
| -14% | -$38.6K | 0.04% | 270 |
|
|
2022
Q2 | $296K | Hold |
5,790
| – | – | 0.05% | 250 |
|
|
2022
Q1 | $318K | Sell |
5,790
-300
| -5% | -$16.5K | 0.04% | 273 |
|
|
2021
Q4 | $361K | Sell |
6,090
-300
| -5% | -$17.8K | 0.04% | 279 |
|
|
2021
Q3 | $384K | Sell |
6,390
-709
| -10% | -$42.6K | 0.05% | 256 |
|
|
2021
Q2 | $430K | Buy |
7,099
+235
| +3% | +$14.2K | 0.06% | 246 |
|
|
2021
Q1 | $407K | Sell |
6,864
-100
| -1% | -$5.93K | 0.06% | 235 |
|
|
2020
Q4 | $430K | Sell |
6,964
-1,554
| -18% | -$96K | 0.07% | 220 |
|
|
2020
Q3 | $518K | Buy |
8,518
+243
| +3% | +$14.8K | 0.09% | 176 |
|
|
2020
Q2 | $500K | Buy |
8,275
+3,753
| +83% | +$227K | 0.1% | 155 |
|
|
2020
Q1 | $248K | Sell |
4,522
-231
| -5% | -$12.7K | 0.05% | 227 |
|
|
2019
Q4 | $276K | Buy |
+4,753
| New | +$276K | 0.05% | 278 |
|
|
2018
Q2 | – | Sell |
-4,400
| Closed | -$236K | – | 320 |
|
|
2018
Q1 | $236K | Hold |
4,400
| – | – | 0.06% | 281 |
|
|
2017
Q4 | $240K | Hold |
4,400
| – | – | 0.06% | 292 |
|
|
2017
Q3 | $242K | Hold |
4,400
| – | – | 0.06% | 283 |
|
|
2017
Q2 | $242K | Hold |
4,400
| – | – | 0.06% | 272 |
|
|
2017
Q1 | $240K | Sell |
4,400
-200
| -4% | -$10.9K | 0.06% | 263 |
|
|
2016
Q4 | $249K | Hold |
4,600
| – | – | 0.07% | 249 |
|
|
2016
Q3 | $256K | Hold |
4,600
| – | – | 0.07% | 231 |
|
|
2016
Q2 | $256K | Sell |
4,600
-1,000
| -18% | -$55.7K | 0.07% | 216 |
|
|
2016
Q1 | $307K | Hold |
5,600
| – | – | 0.09% | 180 |
|
|
2015
Q4 | $300K | Hold |
5,600
| – | – | 0.09% | 182 |
|
|
2015
Q3 | $304K | Hold |
5,600
| – | – | 0.1% | 160 |
|
|
2015
Q2 | $305K | Hold |
5,600
| – | – | 0.08% | 186 |
|
|
2015
Q1 | $310K | Buy |
5,600
+1,000
| +22% | +$55.4K | 0.09% | 185 |
|
|
2014
Q4 | $251K | Buy |
4,600
+400
| +10% | +$21.8K | 0.07% | 213 |
|
|
2014
Q3 | $230K | Hold |
4,200
| – | – | 0.06% | 214 |
|
|
2014
Q2 | $231K | Hold |
4,200
| – | – | 0.06% | 230 |
|
|
2014
Q1 | $229K | Hold |
4,200
| – | – | 0.06% | 219 |
|
|
2013
Q4 | $227K | Sell |
4,200
-200
| -5% | -$10.8K | 0.06% | 233 |
|
|
2013
Q3 | $237K | Hold |
4,400
| – | – | 0.08% | 213 |
|
|
2013
Q2 | $237K | Buy |
+4,400
| New | +$237K | 0.08% | 205 |
|