Transform Wealth’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
Q1
$947K Buy
18,027
+3,310
+22% +$174K 0.06% 141
2024
Q4
$758K Buy
14,717
+3,369
+30% +$174K 0.04% 150
2024
Q3
$610K Buy
11,348
+5,631
+98% +$303K 0.04% 135
2024
Q2
$293K Buy
+5,717
New +$293K 0.02% 179