Wealth Enhancement Advisory Services’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 | $22.2M | Buy |
419,155
+22,492
| +6% | +$1.19M | 0.04% | 391 |
|
|
2025
Q1 | $20.8M | Sell |
396,663
-176,628
| -31% | -$9.28M | 0.04% | 386 |
|
|
2024
Q4 | $29.5M | Buy |
573,291
+280,621
| +96% | +$14.5M | 0.06% | 298 |
|
|
2024
Q3 | $15.7M | Buy |
292,670
+9,173
| +3% | +$493K | 0.03% | 399 |
|
|
2024
Q2 | $14.5M | Buy |
283,497
+32,468
| +13% | +$1.66M | 0.03% | 393 |
|
|
2024
Q1 | $13M | Buy |
251,029
+19,363
| +8% | +$999K | 0.03% | 408 |
|
|
2023
Q4 | $12M | Buy |
231,666
+21,250
| +10% | +$1.11M | 0.04% | 390 |
|
|
2023
Q3 | $10.2M | Buy |
+210,416
| New | +$10.2M | 0.03% | 402 |
|
|
2021
Q3 | – | Sell |
-4,957
| Closed | -$301K | – | 313 |
|
|
2021
Q2 | $301K | Buy |
4,957
+9
| +0.2% | +$546 | ﹤0.01% | 251 |
|
|
2021
Q1 | $294K | Buy |
4,948
+4
| +0.1% | +$238 | 0.01% | 242 |
|
|
2020
Q4 | $303K | Sell |
4,944
-3,181
| -39% | -$195K | 0.01% | 203 |
|
|
2020
Q3 | $496K | Sell |
8,125
-201
| -2% | -$12.3K | 0.01% | 190 |
|
|
2020
Q2 | $509K | Buy |
+8,326
| New | +$509K | 0.01% | 186 |
|
|
2020
Q1 | – | Sell |
-76,374
| Closed | -$4.43M | – | 247 |
|
|
2019
Q4 | $4.43M | Buy |
76,374
+14,815
| +24% | +$859K | 0.16% | 67 |
|
|
2019
Q3 | $3.55M | Buy |
61,559
+44,107
| +253% | +$2.54M | 0.14% | 69 |
|
|
2019
Q2 | $994K | Buy |
+17,452
| New | +$994K | 0.04% | 162 |
|