Steward Partners Investment Advisory’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 | $10.7M | Buy |
199,945
+23,905
| +14% | +$1.27M | 0.08% | 235 |
|
|
2025
Q1 | $9.25M | Buy |
176,040
+10,471
| +6% | +$550K | 0.08% | 246 |
|
|
2024
Q4 | $8.53M | Buy |
165,569
+22,037
| +15% | +$1.14M | 0.08% | 253 |
|
|
2024
Q3 | $7.71M | Buy |
143,532
+4,327
| +3% | +$232K | 0.07% | 275 |
|
|
2024
Q2 | $7.14M | Buy |
139,205
+3,019
| +2% | +$155K | 0.08% | 264 |
|
|
2024
Q1 | $7.03M | Buy |
136,186
+129,561
| +1,956% | +$6.69M | 0.08% | 266 |
|
|
2023
Q4 | $345K | Sell |
6,625
-223,751
| -97% | -$11.6M | ﹤0.01% | 1159 |
|
|
2023
Q3 | $11.2M | Sell |
230,376
-5,117
| -2% | -$249K | 0.17% | 128 |
|
|
2023
Q2 | $11.9M | Buy |
235,493
+3,071
| +1% | +$155K | 0.18% | 122 |
|
|
2023
Q1 | $11.9M | Buy |
232,422
+7,147
| +3% | +$366K | 0.19% | 122 |
|
|
2022
Q4 | $11.2M | Buy |
225,275
+204,720
| +996% | +$10.1M | 0.19% | 130 |
|
|
2022
Q3 | $992K | Sell |
20,555
-23,977
| -54% | -$1.16M | 0.02% | 629 |
|
|
2022
Q2 | $2.27M | Sell |
44,532
-863
| -2% | -$44.1K | 0.04% | 398 |
|
|
2022
Q1 | $2.49M | Buy |
45,395
+3,331
| +8% | +$183K | 0.04% | 415 |
|
|
2021
Q4 | $2.49M | Sell |
42,064
-246
| -0.6% | -$14.6K | 0.04% | 433 |
|
|
2021
Q3 | $2.54M | Sell |
42,310
-2,474
| -6% | -$149K | 0.04% | 393 |
|
|
2021
Q2 | $2.71M | Sell |
44,784
-1,390
| -3% | -$84.1K | 0.05% | 374 |
|
|
2021
Q1 | $2.73M | Sell |
46,174
-5,829
| -11% | -$345K | 0.05% | 358 |
|
|
2020
Q4 | $3.21M | Buy |
52,003
+2,014
| +4% | +$124K | 0.07% | 275 |
|
|
2020
Q3 | $3.04M | Buy |
49,989
+5,187
| +12% | +$315K | 0.08% | 253 |
|
|
2020
Q2 | $2.71M | Sell |
44,802
-41,544
| -48% | -$2.51M | 0.08% | 248 |
|
|
2020
Q1 | $4.74M | Buy |
86,346
+3,146
| +4% | +$173K | 0.17% | 146 |
|
|
2019
Q4 | $4.82M | Buy |
83,200
+8,408
| +11% | +$487K | 0.14% | 158 |
|
|
2019
Q3 | $4.33M | Buy |
74,792
+23,581
| +46% | +$1.37M | 0.15% | 155 |
|
|
2019
Q2 | $2.92M | Buy |
51,211
+15,340
| +43% | +$873K | 0.11% | 197 |
|
|
2019
Q1 | $1.98M | Buy |
35,871
+1,435
| +4% | +$79.1K | 0.08% | 235 |
|
|
2018
Q4 | $1.81M | Sell |
34,436
-61,884
| -64% | -$3.24M | 0.09% | 240 |
|
|
2018
Q3 | $5.12M | Buy |
96,320
+92,048
| +2,155% | +$4.89M | 0.24% | 102 |
|
|
2018
Q2 | $227K | Sell |
4,272
-2,428
| -36% | -$129K | 0.01% | 629 |
|
|
2018
Q1 | $359K | Sell |
6,700
-428
| -6% | -$22.9K | 0.02% | 494 |
|
|
2017
Q4 | $389K | Sell |
7,128
-88
| -1% | -$4.8K | 0.03% | 410 |
|
|
2017
Q3 | $397K | Sell |
7,216
-898
| -11% | -$49.4K | 0.04% | 339 |
|
|
2017
Q2 | $445K | Buy |
8,114
+5,716
| +238% | +$313K | 0.05% | 288 |
|
|
2017
Q1 | $130K | Sell |
2,398
-3,664
| -60% | -$199K | 0.02% | 391 |
|
|
2016
Q4 | $327K | Buy |
+6,062
| New | +$327K | 0.15% | 134 |
|