Sowell Financial Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,872
| Closed | -$395K | – | 1069 |
|
|
2025
Q1 | $395K | Buy |
+7,872
| New | +$395K | 0.02% | 656 |
|
|
2022
Q1 | – | Sell |
-17,230
| Closed | -$1.2M | – | 319 |
|
|
2021
Q4 | $1.2M | Sell |
17,230
-1,114
| -6% | -$77.5K | 0.07% | 298 |
|
|
2021
Q3 | $1.27M | Sell |
18,344
-3,067
| -14% | -$213K | 0.09% | 258 |
|
|
2021
Q2 | $1.5M | Buy |
21,411
+1,993
| +10% | +$140K | 0.1% | 231 |
|
|
2021
Q1 | $1.32M | Buy |
19,418
+19,276
| +13,575% | +$1.31M | 0.05% | 339 |
|
|
2020
Q4 | $10K | Sell |
142
-4
| -3% | -$282 | ﹤0.01% | 2009 |
|
|
2020
Q3 | $10K | Buy |
146
+32
| +28% | +$2.19K | ﹤0.01% | 1805 |
|
|
2020
Q2 | $8K | Sell |
114
-116
| -50% | -$8.14K | ﹤0.01% | 1761 |
|
|
2020
Q1 | $15K | Buy |
230
+49
| +27% | +$3.2K | ﹤0.01% | 1478 |
|
|
2019
Q4 | $12K | Buy |
181
+125
| +223% | +$8.29K | ﹤0.01% | 1621 |
|
|
2019
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 1842 |
|