WA
Wealthstar Advisors’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 | $4.15M | Sell |
77,954
-33,806
| -30% | -$1.8M | 1.56% | 9 |
|
|
2025
Q1 | $5.87M | Sell |
111,760
-732
| -0.7% | -$38.4K | 2.69% | 6 |
|
|
2024
Q4 | $5.79M | Buy |
+112,492
| New | +$5.79M | 2.52% | 7 |
|
|
2024
Q2 | – | Sell |
-114,357
| Closed | -$5.9M | – | 73 |
|
|
2024
Q1 | $5.9M | Buy |
114,357
+23,835
| +26% | +$1.23M | 2.05% | 6 |
|
|
2023
Q4 | $4.71M | Sell |
90,522
-2,505
| -3% | -$130K | 0.75% | 6 |
|
|
2023
Q3 | $4.53M | Sell |
93,027
-2,965
| -3% | -$144K | 1.74% | 6 |
|
|
2023
Q2 | $4.85M | Sell |
95,992
-1,245
| -1% | -$63K | 2.04% | 6 |
|
|
2023
Q1 | $4.99M | Buy |
97,237
+594
| +0.6% | +$30.5K | 1.89% | 6 |
|
|
2022
Q4 | $4.78M | Buy |
96,643
+277
| +0.3% | +$13.7K | 2.18% | 6 |
|
|
2022
Q3 | $4.65M | Buy |
96,366
+5,340
| +6% | +$258K | 2.21% | 6 |
|
|
2022
Q2 | $4.65M | Sell |
91,026
-7,160
| -7% | -$366K | 1.79% | 7 |
|
|
2022
Q1 | $5.39M | Sell |
98,186
-15,102
| -13% | -$829K | 2% | 7 |
|
|
2021
Q4 | $6.72M | Buy |
113,288
+136
| +0.1% | +$8.07K | 2.31% | 12 |
|
|
2021
Q3 | $6.8M | Buy |
113,152
+1,227
| +1% | +$73.8K | 2.06% | 7 |
|
|
2021
Q2 | $6.79M | Buy |
+111,925
| New | +$6.79M | 2.13% | 7 |
|
|
2020
Q1 | $4.63M | Sell |
84,189
-27,893
| -25% | -$1.53M | 3.26% | 7 |
|
|
2019
Q4 | $6.5M | Sell |
112,082
-3,560
| -3% | -$206K | 4% | 5 |
|
|
2019
Q3 | $6.7M | Sell |
115,642
-97
| -0.1% | -$5.62K | 3.73% | 5 |
|
|
2019
Q2 | $6.6M | Sell |
115,739
-1,386
| -1% | -$79.1K | 3.86% | 5 |
|
|
2019
Q1 | $6.47M | Sell |
117,125
-2,519
| -2% | -$139K | 3.97% | 5 |
|
|
2018
Q4 | $6.27M | Sell |
119,644
-115
| -0.1% | -$6.02K | 4.68% | 5 |
|
|
2018
Q3 | $6.36M | Buy |
119,759
+60,257
| +101% | +$3.2M | 3.74% | 5 |
|
|
2018
Q2 | $6.34M | Sell |
59,502
-850
| -1% | -$90.6K | 1.94% | 5 |
|
|
2018
Q1 | $6.47M | Buy |
+60,352
| New | +$6.47M | 1.94% | 5 |
|