Wambolt & Associates’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 | $998K | Sell |
18,811
-1,313
| -7% | -$69.7K | 0.34% | 81 |
|
|
2025
Q1 | $1.06M | Sell |
20,124
-736
| -4% | -$38.6K | 0.36% | 80 |
|
|
2024
Q4 | $1.07M | Sell |
20,860
-596
| -3% | -$30.7K | 0.34% | 84 |
|
|
2024
Q3 | $1.15M | Buy |
21,456
+1,800
| +9% | +$96.7K | 0.32% | 87 |
|
|
2024
Q2 | $1,000K | Buy |
19,656
+1,910
| +11% | +$97.1K | 0.29% | 89 |
|
|
2024
Q1 | $906K | Buy |
17,746
+5,482
| +45% | +$280K | 0.27% | 100 |
|
|
2023
Q4 | $638K | Buy |
+12,264
| New | +$638K | 0.21% | 142 |
|
|
2022
Q1 | – | Sell |
-28,229
| Closed | -$1.67M | – | 239 |
|
|
2021
Q4 | $1.67M | Buy |
28,229
+2,614
| +10% | +$155K | 0.6% | 55 |
|
|
2021
Q3 | $1.54M | Sell |
25,615
-1,564
| -6% | -$94.2K | 0.62% | 50 |
|
|
2021
Q2 | $1.64M | Sell |
27,179
-17,045
| -39% | -$1.03M | 0.7% | 40 |
|
|
2021
Q1 | $2.62M | Buy |
44,224
+13,454
| +44% | +$797K | 1.36% | 6 |
|
|
2020
Q4 | $1.9M | Buy |
30,770
+24,714
| +408% | +$1.53M | 1.14% | 14 |
|
|
2020
Q3 | $368K | Buy |
6,056
+2,015
| +50% | +$122K | 0.28% | 130 |
|
|
2020
Q2 | $244K | Sell |
4,041
-21
| -0.5% | -$1.27K | 0.19% | 158 |
|
|
2020
Q1 | $223K | Buy |
+4,062
| New | +$223K | 0.23% | 140 |
|