SOA Wealth Advisors’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 | $17.5K | Sell |
328
-135
| -29% | -$7.2K | ﹤0.01% | 525 |
|
|
2025
Q1 | $24.3K | Sell |
463
-25
| -5% | -$1.31K | 0.01% | 441 |
|
|
2024
Q4 | $25.1K | Buy |
488
+8
| +2% | +$412 | ﹤0.01% | 422 |
|
|
2024
Q3 | $25.8K | Buy |
480
+5
| +1% | +$269 | ﹤0.01% | 412 |
|
|
2024
Q2 | $24.4K | Buy |
475
+5
| +1% | +$256 | ﹤0.01% | 410 |
|
|
2024
Q1 | $24.3K | Buy |
470
+3
| +0.6% | +$155 | 0.01% | 413 |
|
|
2023
Q4 | $24.3K | Buy |
467
+7
| +2% | +$364 | 0.01% | 394 |
|
|
2023
Q3 | $22.4K | Buy |
460
+4
| +0.9% | +$195 | 0.01% | 400 |
|
|
2023
Q2 | $23.1K | Buy |
456
+4
| +0.9% | +$202 | 0.01% | 409 |
|
|
2023
Q1 | $23.2K | Buy |
452
+3
| +0.7% | +$154 | 0.01% | 401 |
|
|
2022
Q4 | $22.2K | Buy |
449
+6
| +1% | +$297 | 0.01% | 389 |
|
|
2022
Q3 | $21K | Buy |
443
+3
| +0.7% | +$142 | 0.01% | 379 |
|
|
2022
Q2 | $22K | Buy |
440
+3
| +0.7% | +$150 | 0.01% | 368 |
|
|
2022
Q1 | $24K | Buy |
437
+2
| +0.5% | +$110 | 0.01% | 431 |
|
|
2021
Q4 | $25K | Buy |
435
+4
| +0.9% | +$230 | 0.01% | 406 |
|
|
2021
Q3 | $25K | Buy |
431
+2
| +0.5% | +$116 | 0.01% | 413 |
|
|
2021
Q2 | $26K | Hold |
429
| – | – | 0.01% | 412 |
|
|
2021
Q1 | $25K | Buy |
429
+1
| +0.2% | +$58 | 0.01% | 363 |
|
|
2020
Q4 | $26K | Buy |
+428
| New | +$26K | 0.01% | 353 |
|