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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $407K | Sell |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $518K | Buy |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $240K | Hold |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $242K | Hold |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $249K | Hold |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $307K | Hold |
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|
2015
Q4 | $300K | Hold |
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|
2015
Q3 | $304K | Hold |
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|
2015
Q2 | $305K | Hold |
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|
2015
Q1 | $310K | Buy |
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|
2014
Q4 | $251K | Buy |
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|
2014
Q3 | $230K | Hold |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $229K | Hold |
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|
2013
Q4 | $227K | Sell |
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|
2013
Q3 | $237K | Hold |
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|
2013
Q2 | $237K | Buy |
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