SWP
Summit Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
254,896
-2,162
| -0.8% | -$115K | 2.59% | 10 |
|
|
2025
Q1 | $13.5M | Buy |
257,058
+6,645
| +3% | +$349K | 2.74% | 9 |
|
|
2024
Q4 | $12.9M | Buy |
250,413
+3,749
| +2% | +$193K | 2.65% | 10 |
|
|
2024
Q3 | $13.3M | Buy |
246,664
+1,683
| +0.7% | +$90.4K | 2.55% | 9 |
|
|
2024
Q2 | $12.6M | Buy |
244,981
+8,171
| +3% | +$419K | 2.61% | 9 |
|
|
2024
Q1 | $12.2M | Buy |
236,810
+8,668
| +4% | +$447K | 2.61% | 10 |
|
|
2023
Q4 | $11.9M | Buy |
228,142
+14,702
| +7% | +$765K | 2.75% | 10 |
|
|
2023
Q3 | $10.4M | Buy |
213,440
+8,466
| +4% | +$412K | 2.65% | 10 |
|
|
2023
Q2 | $10.4M | Buy |
204,974
+24,990
| +14% | +$1.26M | 2.6% | 10 |
|
|
2023
Q1 | $9.23M | Buy |
179,984
+2,882
| +2% | +$148K | 2.37% | 12 |
|
|
2022
Q4 | $8.77M | Sell |
177,102
-23,405
| -12% | -$1.16M | 2.33% | 13 |
|
|
2022
Q3 | $9.68M | Sell |
200,507
-8,844
| -4% | -$427K | 2.73% | 10 |
|
|
2022
Q2 | $10.7M | Sell |
209,351
-37,339
| -15% | -$1.91M | 2.86% | 10 |
|
|
2022
Q1 | $13.5M | Buy |
246,690
+10,997
| +5% | +$603K | 3.06% | 11 |
|
|
2021
Q4 | $14M | Buy |
235,693
+11,333
| +5% | +$672K | 3% | 11 |
|
|
2021
Q3 | $13.5M | Buy |
224,360
+8,586
| +4% | +$516K | 3.18% | 10 |
|
|
2021
Q2 | $13.1M | Buy |
215,774
+8,679
| +4% | +$525K | 3.12% | 10 |
|
|
2021
Q1 | $12.3M | Buy |
207,095
+6,902
| +3% | +$409K | 3.14% | 11 |
|
|
2020
Q4 | $12.4M | Buy |
200,193
+15,098
| +8% | +$933K | 3.36% | 9 |
|
|
2020
Q3 | $11.3M | Buy |
185,095
+23,999
| +15% | +$1.46M | 3.38% | 8 |
|
|
2020
Q2 | $9.73M | Buy |
161,096
+2,786
| +2% | +$168K | 3.14% | 9 |
|
|
2020
Q1 | $8.69M | Sell |
158,310
-11,187
| -7% | -$614K | 3.54% | 11 |
|
|
2019
Q4 | $9.83M | Buy |
+169,497
| New | +$9.83M | 3.4% | 10 |
|