Stratos Wealth Advisors’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 | – | Sell |
-4,826
| Closed | -$254K | – | 694 |
|
|
2025
Q1 | $254K | Sell |
4,826
-81
| -2% | -$4.26K | 0.01% | 580 |
|
|
2024
Q4 | $253K | Sell |
4,907
-4,841
| -50% | -$249K | 0.01% | 618 |
|
|
2024
Q3 | $524K | Sell |
9,748
-38,761
| -80% | -$2.08M | 0.02% | 490 |
|
|
2024
Q2 | $2.49M | Sell |
48,509
-2,032
| -4% | -$104K | 0.12% | 170 |
|
|
2024
Q1 | $2.61M | Sell |
50,541
-23,889
| -32% | -$1.23M | 0.15% | 155 |
|
|
2023
Q4 | $3.87M | Sell |
74,430
-6,674
| -8% | -$347K | 0.22% | 131 |
|
|
2023
Q3 | $3.95M | Buy |
81,104
+14,842
| +22% | +$722K | 0.26% | 112 |
|
|
2023
Q2 | $3.35M | Buy |
66,262
+20,707
| +45% | +$1.05M | 0.24% | 118 |
|
|
2023
Q1 | $2.34M | Sell |
45,555
-1,328
| -3% | -$68.1K | 0.18% | 155 |
|
|
2022
Q4 | $2.32M | Buy |
46,883
+30,914
| +194% | +$1.53M | 0.19% | 146 |
|
|
2022
Q3 | $771K | Sell |
15,969
-12,315
| -44% | -$595K | 0.08% | 282 |
|
|
2022
Q2 | $1.44M | Buy |
28,284
+16,030
| +131% | +$818K | 0.13% | 204 |
|
|
2022
Q1 | $672K | Sell |
12,254
-672
| -5% | -$36.9K | 0.05% | 330 |
|
|
2021
Q4 | $766K | Buy |
+12,926
| New | +$766K | 0.06% | 322 |
|
|
2021
Q3 | – | Sell |
-4,026
| Closed | -$244K | – | 531 |
|
|
2021
Q2 | $244K | Sell |
4,026
-883
| -18% | -$53.5K | 0.02% | 479 |
|
|
2021
Q1 | $291K | Sell |
4,909
-1,377
| -22% | -$81.6K | 0.03% | 398 |
|
|
2020
Q4 | $388K | Sell |
6,286
-642
| -9% | -$39.6K | 0.05% | 278 |
|
|
2020
Q3 | $421K | Buy |
6,928
+1,155
| +20% | +$70.2K | 0.1% | 206 |
|
|
2020
Q2 | $349K | Buy |
5,773
+3,072
| +114% | +$186K | 0.11% | 187 |
|
|
2020
Q1 | $148K | Buy |
+2,701
| New | +$148K | 0.1% | 155 |
|