Wealth Quarterback’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,955
| Closed | -$212K | – | 124 |
|
2024
Q3 | $212K | Sell |
3,955
-158
| -4% | -$8.49K | 0.11% | 115 |
|
2024
Q2 | $211K | Sell |
4,113
-489
| -11% | -$25.1K | 0.12% | 112 |
|
2024
Q1 | $237K | Sell |
4,602
-138
| -3% | -$7.12K | 0.13% | 101 |
|
2023
Q4 | $246K | Sell |
4,740
-405
| -8% | -$21.1K | 0.15% | 99 |
|
2023
Q3 | $250K | Sell |
5,145
-790
| -13% | -$38.4K | 0.22% | 88 |
|
2023
Q2 | $300K | Buy |
5,935
+263
| +5% | +$13.3K | 0.21% | 86 |
|
2023
Q1 | $291K | Buy |
5,672
+137
| +2% | +$7.03K | 0.25% | 83 |
|
2022
Q4 | $274K | Sell |
5,535
-986
| -15% | -$48.8K | 0.23% | 84 |
|
2022
Q3 | $315K | Sell |
6,521
-87
| -1% | -$4.2K | 0.34% | 74 |
|
2022
Q2 | $337K | Buy |
+6,608
| New | +$337K | 0.26% | 79 |
|
2021
Q3 | $452K | Buy |
12,124
+4,544
| +60% | +$169K | 0.3% | 70 |
|
2021
Q2 | $460K | Buy |
+7,580
| New | +$460K | 0.28% | 73 |
|
2020
Q4 | $475K | Sell |
7,695
-5,233
| -40% | -$323K | 0.39% | 60 |
|
2020
Q3 | $781K | Hold |
12,928
| – | – | 0.72% | 42 |
|
2020
Q2 | $781K | Sell |
12,928
-16,601
| -56% | -$1M | 0.72% | 42 |
|
2020
Q1 | $1.62M | Sell |
29,529
-20,847
| -41% | -$1.14M | 1.49% | 18 |
|
2019
Q4 | $2.92M | Buy |
+50,376
| New | +$2.92M | 2.54% | 5 |
|