Sowell Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sowell Financial Services’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$507K	Buy	9,528 +1,434	+18%	+$77.2K	0.02%	631
2025 Q4	$436K	Buy	8,094 +935	+13%	+$50.5K	0.02%	692
2025 Q3	$387K	Buy	7,159 +29	+0.4%	+$1.55K	0.01%	723
2025 Q2	$380K	Buy	7,130 +258	+4%	+$13.5K	0.02%	699
2025 Q1	$361K	Buy	+6,872	New	+$357K	0.02%	688
2024 Q4	–	Sell	-34,730	Closed	-$1.87M	–	553
2024 Q3	$1.87M	Buy	34,730 +568	+2%	+$30K	0.09%	250
2024 Q2	$1.75M	Buy	34,162 +15,105	+79%	+$769K	0.08%	244
2024 Q1	$987K	Buy	19,057 +2,645	+16%	+$136K	0.05%	344
2023 Q4	$853K	Sell	16,412 -6,108	-27%	-$302K	0.05%	353
2023 Q3	$1.1M	Buy	22,520 +3,616	+19%	+$180K	0.07%	298
2023 Q2	$956K	Buy	+18,904	New	+$961K	0.05%	366
2023 Q1	–	Sell	-22,122	Closed	-$1.09M	–	797
2022 Q4	$1.09M	Buy	+22,122	New	+$1.08M	0.07%	303
2021 Q3	–	Sell	-22,322	Closed	-$1.35M	–	515
2021 Q2	$1.35M	Sell	22,322 -6,628	-23%	-$397K	0.09%	255
2021 Q1	$1.73M	Buy	28,950 +22,285	+334%	+$1.35M	0.06%	275
2020 Q4	$412K	Buy	6,665 +698	+12%	+$42.7K	0.02%	579
2020 Q3	$363K	Buy	5,967 +189	+3%	+$11.5K	0.02%	551
2020 Q2	$349K	Sell	5,778 -17,200	-75%	-$1M	0.02%	552
2020 Q1	$1.26M	Buy	22,978 +2,552	+12%	+$147K	0.09%	218
2019 Q4	$1.18M	Buy	20,426 +4,741	+30%	+$274K	0.09%	231
2019 Q3	$908K	Buy	+15,685	New	+$901K	0.08%	266
2019 Q1	$725K	Sell	13,140 -134	-1%	-$7.2K	0.08%	254
2018 Q4	$696K	Buy	+13,274	New	+$694K	0.1%	215
2018 Q2	–	Sell	-24,650	Closed	-$1.31M	–	300
2018 Q1	$1.31M	Sell	24,650 -938	-4%	-$50.5K	0.33%	70
2017 Q4	$1.39M	Buy	25,588 +1,280	+5%	+$70.1K	0.34%	71
2017 Q3	$1.33M	Buy	24,308 +102	+0.4%	+$5.62K	0.35%	70
2017 Q2	$1.33M	Buy	24,206 +18,642	+335%	+$1.02M	0.38%	64
2017 Q1	$306K	Buy	5,564 +4,700	+544%	+$255K	0.09%	186
2016 Q4	$47K	Buy	+864	New	+$47.2K	0.02%	347