VHAM
Van Hulzen Asset Management’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 | $4.86M | Buy |
91,252
+2,606
| +3% | +$139K | 0.41% | 61 |
|
|
2025
Q1 | $4.66M | Sell |
88,646
-1,079
| -1% | -$56.7K | 0.42% | 59 |
|
|
2024
Q4 | $4.62M | Buy |
89,725
+5,843
| +7% | +$301K | 0.34% | 66 |
|
|
2024
Q3 | $4.51M | Sell |
83,882
-5,754
| -6% | -$309K | 0.33% | 69 |
|
|
2024
Q2 | $4.6M | Sell |
89,636
-421
| -0.5% | -$21.6K | 0.31% | 66 |
|
|
2024
Q1 | $4.65M | Buy |
90,057
+792
| +0.9% | +$40.9K | 0.31% | 69 |
|
|
2023
Q4 | $4.64M | Buy |
89,265
+3,120
| +4% | +$162K | 0.33% | 63 |
|
|
2023
Q3 | $4.19M | Sell |
86,145
-535
| -0.6% | -$26K | 0.32% | 66 |
|
|
2023
Q2 | $4.38M | Sell |
86,680
-2,271
| -3% | -$115K | 0.37% | 60 |
|
|
2023
Q1 | $4.56M | Sell |
88,951
-6,592
| -7% | -$338K | 0.43% | 57 |
|
|
2022
Q4 | $4.73M | Sell |
95,543
-35,538
| -27% | -$1.76M | 0.55% | 52 |
|
|
2022
Q3 | $6.33M | Sell |
131,081
-11,744
| -8% | -$567K | 0.78% | 43 |
|
|
2022
Q2 | $7.29M | Sell |
142,825
-4,786
| -3% | -$244K | 0.87% | 36 |
|
|
2022
Q1 | $8.1M | Sell |
147,611
-413
| -0.3% | -$22.7K | 0.86% | 36 |
|
|
2021
Q4 | $8.77M | Sell |
148,024
-5,577
| -4% | -$331K | 0.96% | 32 |
|
|
2021
Q3 | $9.23M | Buy |
153,601
+345
| +0.2% | +$20.7K | 1.37% | 23 |
|
|
2021
Q2 | $9.28M | Sell |
153,256
-2,166
| -1% | -$131K | 1.39% | 25 |
|
|
2021
Q1 | $9.21M | Sell |
155,422
-9,135
| -6% | -$541K | 1.47% | 20 |
|
|
2020
Q4 | $10.2M | Sell |
164,557
-11,435
| -6% | -$707K | 1.54% | 17 |
|
|
2020
Q3 | $10.7M | Buy |
175,992
+48,528
| +38% | +$2.95M | 1.61% | 16 |
|
|
2020
Q2 | $7.7M | Buy |
127,464
+82,081
| +181% | +$4.96M | 1.16% | 27 |
|
|
2020
Q1 | $2.49M | Buy |
45,383
+29,738
| +190% | +$1.63M | 0.54% | 45 |
|
|
2019
Q4 | $907K | Buy |
+15,645
| New | +$907K | 0.18% | 94 |
|
|
2019
Q3 | – | Sell |
-3,973
| Closed | -$226K | – | 273 |
|
|
2019
Q2 | $226K | Buy |
+3,973
| New | +$226K | 0.05% | 234 |
|