Summit Financial Group’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
2022
Q3
Sell
-4,395
Closed -$224K 192
2022
Q2
$224K Sell
4,395
-44
-1% -$2.24K 0.09% 185
2022
Q1
$244K Sell
4,439
-845
-16% -$46.4K 0.08% 187
2021
Q4
$313K Buy
5,284
+125
+2% +$7.4K 0.1% 172
2021
Q3
$310K Buy
5,159
+135
+3% +$8.11K 0.11% 168
2021
Q2
$304K Buy
+5,024
New +$304K 0.11% 161