United Capital Financial Advisors’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 | $105M | Sell |
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|
2025
Q1 | $108M | Buy |
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|
2024
Q4 | $105M | Sell |
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|
2024
Q3 | $110M | Buy |
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|
2024
Q2 | $102M | Buy |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $106M | Sell |
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|
2023
Q3 | $165M | Sell |
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|
2023
Q2 | $265M | Sell |
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|
2023
Q1 | $276M | Sell |
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|
2022
Q4 | $267M | Sell |
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|
2022
Q3 | $283M | Sell |
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|
2022
Q2 | $308M | Sell |
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|
2022
Q1 | $349M | Sell |
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|
2021
Q4 | $388M | Buy |
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|
2021
Q3 | $380M | Buy |
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|
2021
Q2 | $381M | Buy |
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|
2021
Q1 | $368M | Buy |
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|
2020
Q4 | $366M | Buy |
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|
2020
Q3 | $344M | Buy |
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|
2020
Q2 | $331M | Buy |
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|
2020
Q1 | $291M | Sell |
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|
2019
Q4 | $318M | Buy |
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|
2019
Q3 | $316M | Sell |
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|
2019
Q2 | $345M | Buy |
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|
2019
Q1 | $324M | Buy |
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|
2018
Q4 | $288M | Sell |
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|
2018
Q3 | $303M | Buy |
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|
2018
Q2 | $285M | Buy |
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|
2018
Q1 | $276M | Buy |
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|
2017
Q4 | $262M | Buy |
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|
2017
Q3 | $256M | Buy |
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|
2017
Q2 | $243M | Buy |
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|
2017
Q1 | $227M | Buy |
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|
2016
Q4 | $214M | Buy |
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|
2016
Q3 | $216M | Buy |
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|
2016
Q2 | $11.7M | Sell |
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|
2016
Q1 | $13.4M | Sell |
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|
2015
Q4 | $14.6M | Sell |
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|
2015
Q3 | $15.3M | Sell |
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|
2015
Q2 | $16.8M | Buy |
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|
2015
Q1 | $3.4M | Sell |
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|
2014
Q4 | $3.8M | Buy |
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|
2014
Q3 | $2.72M | Sell |
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|
2014
Q2 | $2.79M | Sell |
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|
2014
Q1 | $2.76M | Buy |
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|
2013
Q4 | $359K | Sell |
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|
2013
Q3 | $2.39M | Sell |
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|
2013
Q2 | $2.79M | Buy |
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