WAS
Wealth Advisory Solutions’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 | $506K | Buy |
9,502
+318
| +3% | +$16.9K | 0.13% | 91 |
|
|
2025
Q1 | $482K | Sell |
9,184
-85
| -0.9% | -$4.46K | 0.13% | 92 |
|
|
2024
Q4 | $477K | Sell |
9,269
-690
| -7% | -$35.5K | 0.13% | 88 |
|
|
2024
Q3 | $535K | Sell |
9,959
-304
| -3% | -$16.3K | 0.15% | 82 |
|
|
2024
Q2 | $526K | Sell |
10,263
-538
| -5% | -$27.6K | 0.14% | 80 |
|
|
2024
Q1 | $557K | Sell |
10,801
-305
| -3% | -$15.7K | 0.14% | 79 |
|
|
2023
Q4 | $578K | Sell |
11,106
-11,232
| -50% | -$584K | 0.2% | 52 |
|
|
2023
Q3 | $1.12M | Buy |
22,338
+10,685
| +92% | +$538K | 0.22% | 67 |
|
|
2023
Q2 | $589K | Buy |
11,653
+10
| +0.1% | +$506 | 0.16% | 79 |
|
|
2023
Q1 | $597K | Sell |
11,643
-6,362
| -35% | -$326K | 0.16% | 84 |
|
|
2022
Q4 | $891K | Sell |
18,005
-10,777
| -37% | -$534K | 0.24% | 81 |
|
|
2022
Q3 | $1.39M | Sell |
28,782
-2,713
| -9% | -$131K | 0.38% | 69 |
|
|
2022
Q2 | $1.61M | Sell |
31,495
-2,433
| -7% | -$124K | 0.4% | 68 |
|
|
2022
Q1 | $1.86M | Buy |
+33,928
| New | +$1.86M | 0.39% | 67 |
|
|
2021
Q3 | $2.04M | Sell |
33,888
-128
| -0.4% | -$7.69K | 0.45% | 57 |
|
|
2021
Q2 | $2.06M | Sell |
34,016
-35,090
| -51% | -$2.12M | 0.49% | 58 |
|
|
2021
Q1 | $4K | Buy |
69,106
+7,673
| +12% | +$444 | ﹤0.01% | 90 |
|
|
2020
Q4 | $3.8M | Sell |
61,433
-3,918
| -6% | -$242K | 1.03% | 34 |
|
|
2020
Q3 | $3.97M | Sell |
65,351
-11,353
| -15% | -$690K | 1.05% | 30 |
|
|
2020
Q2 | $4.63M | Sell |
76,704
-4,678
| -6% | -$282K | 1.29% | 23 |
|
|
2020
Q1 | $4.47M | Buy |
81,382
+438
| +0.5% | +$24.1K | 1.52% | 16 |
|
|
2019
Q4 | $4.69M | Buy |
+80,944
| New | +$4.69M | 1.24% | 18 |
|