Summit Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
|
|||||
|
2025
Q1 | $13.5M | Buy |
|
|||||
|
2024
Q4 | $12.9M | Buy |
|
|||||
|
2024
Q3 | $13.3M | Buy |
|
|||||
|
2024
Q2 | $12.6M | Buy |
|
|||||
|
2024
Q1 | $12.2M | Buy |
|
|||||
|
2023
Q4 | $11.9M | Buy |
|
|||||
|
2023
Q3 | $10.4M | Buy |
|
|||||
|
2023
Q2 | $10.4M | Buy |
|
|||||
|
2023
Q1 | $9.23M | Buy |
|
|||||
|
2022
Q4 | $8.77M | Sell |
|
|||||
|
2022
Q3 | $9.68M | Sell |
|
|||||
|
2022
Q2 | $10.7M | Sell |
|
|||||
|
2022
Q1 | $13.5M | Buy |
|
|||||
|
2021
Q4 | $14M | Buy |
|
|||||
|
2021
Q3 | $13.5M | Buy |
|
|||||
|
2021
Q2 | $13.1M | Buy |
|
|||||
|
2021
Q1 | $12.3M | Buy |
|
|||||
|
2020
Q4 | $12.4M | Buy |
|
|||||
|
2020
Q3 | $11.3M | Buy |
|
|||||
|
2020
Q2 | $9.73M | Buy |
|
|||||
|
2020
Q1 | $8.69M | Sell |
|
|||||
|
2019
Q4 | $9.83M | Buy |
|