Vantage Financial Partners (Wisconsin)’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
Q2 | $531K | Sell |
9,963
-310
| -3% | -$16.5K | 0.12% | 108 |
|
|
2025
Q1 | $540K | Sell |
10,273
-1,825
| -15% | -$95.9K | 0.13% | 98 |
|
|
2024
Q4 | $623K | Sell |
12,098
-1,464
| -11% | -$75.4K | 0.16% | 87 |
|
|
2024
Q3 | $729K | Sell |
13,562
-2,600
| -16% | -$140K | 0.18% | 78 |
|
|
2024
Q2 | $828K | Sell |
16,162
-5,843
| -27% | -$300K | 0.22% | 53 |
|
|
2024
Q1 | $1.14M | Buy |
22,005
+364
| +2% | +$18.8K | 0.31% | 42 |
|
|
2023
Q4 | $1.13M | Buy |
+21,641
| New | +$1.13M | 0.33% | 39 |
|
|
2023
Q3 | – | Sell |
-4,666
| Closed | -$236K | – | 93 |
|
|
2023
Q2 | $236K | Sell |
4,666
-756
| -14% | -$38.2K | 0.09% | 69 |
|
|
2023
Q1 | $278K | Buy |
+5,422
| New | +$278K | 0.11% | 63 |
|
|
2022
Q4 | – | Sell |
-10,526
| Closed | -$508K | – | 63 |
|
|
2022
Q3 | $508K | Sell |
10,526
-2,688
| -20% | -$130K | 0.34% | 26 |
|
|
2022
Q2 | $675K | Sell |
13,214
-2,382
| -15% | -$122K | 0.4% | 18 |
|
|
2022
Q1 | $856K | Sell |
15,596
-49,450
| -76% | -$2.71M | 0.44% | 16 |
|
|
2021
Q4 | $3.86M | Buy |
+65,046
| New | +$3.86M | 1.51% | 11 |
|