Sowell Financial Services’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 | $380K | Buy |
7,130
+258
| +4% | +$13.7K | 0.02% | 699 |
|
|
2025
Q1 | $361K | Buy |
+6,872
| New | +$361K | 0.02% | 688 |
|
|
2024
Q4 | – | Sell |
-34,730
| Closed | -$1.87M | – | 553 |
|
|
2024
Q3 | $1.87M | Buy |
34,730
+568
| +2% | +$30.5K | 0.09% | 250 |
|
|
2024
Q2 | $1.75M | Buy |
34,162
+15,105
| +79% | +$774K | 0.08% | 244 |
|
|
2024
Q1 | $987K | Buy |
19,057
+2,645
| +16% | +$137K | 0.05% | 344 |
|
|
2023
Q4 | $853K | Sell |
16,412
-6,108
| -27% | -$317K | 0.05% | 353 |
|
|
2023
Q3 | $1.1M | Buy |
22,520
+3,616
| +19% | +$176K | 0.07% | 298 |
|
|
2023
Q2 | $956K | Buy |
+18,904
| New | +$956K | 0.05% | 366 |
|
|
2023
Q1 | – | Sell |
-22,122
| Closed | -$1.1M | – | 797 |
|
|
2022
Q4 | $1.1M | Buy |
+22,122
| New | +$1.1M | 0.07% | 303 |
|
|
2021
Q3 | – | Sell |
-22,322
| Closed | -$1.35M | – | 515 |
|
|
2021
Q2 | $1.35M | Sell |
22,322
-6,628
| -23% | -$401K | 0.09% | 255 |
|
|
2021
Q1 | $1.73M | Buy |
28,950
+22,285
| +334% | +$1.33M | 0.06% | 275 |
|
|
2020
Q4 | $412K | Buy |
6,665
+698
| +12% | +$43.1K | 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% | -$1.04M | 0.02% | 552 |
|
|
2020
Q1 | $1.26M | Buy |
22,978
+2,552
| +12% | +$140K | 0.09% | 218 |
|
|
2019
Q4 | $1.18M | Buy |
20,426
+4,741
| +30% | +$275K | 0.09% | 231 |
|
|
2019
Q3 | $908K | Buy |
+15,685
| New | +$908K | 0.08% | 266 |
|
|
2019
Q1 | $725K | Sell |
13,140
-134
| -1% | -$7.39K | 0.08% | 254 |
|
|
2018
Q4 | $696K | Buy |
+13,274
| New | +$696K | 0.1% | 215 |
|
|
2018
Q2 | – | Sell |
-24,650
| Closed | -$1.31M | – | 300 |
|
|
2018
Q1 | $1.31M | Sell |
24,650
-938
| -4% | -$49.8K | 0.33% | 70 |
|
|
2017
Q4 | $1.39M | Buy |
25,588
+1,280
| +5% | +$69.5K | 0.34% | 71 |
|
|
2017
Q3 | $1.33M | Buy |
24,308
+102
| +0.4% | +$5.59K | 0.35% | 70 |
|
|
2017
Q2 | $1.33M | Buy |
24,206
+18,642
| +335% | +$1.03M | 0.38% | 64 |
|
|
2017
Q1 | $306K | Buy |
5,564
+4,700
| +544% | +$258K | 0.09% | 186 |
|
|
2016
Q4 | $47K | Buy |
+864
| New | +$47K | 0.02% | 347 |
|