WFAG
Wescott Financial Advisory Group’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 | $941K | Buy |
17,664
+29
| +0.2% | +$1.55K | 0.09% | 92 |
|
|
2025
Q1 | $926K | Buy |
17,635
+18
| +0.1% | +$945 | 0.1% | 83 |
|
|
2024
Q4 | $907K | Buy |
17,617
+37
| +0.2% | +$1.91K | 0.09% | 87 |
|
|
2024
Q3 | $944K | Buy |
17,580
+26
| +0.1% | +$1.4K | 0.1% | 84 |
|
|
2024
Q2 | $900K | Buy |
17,554
+27
| +0.2% | +$1.38K | 0.1% | 85 |
|
|
2024
Q1 | $904K | Sell |
17,527
-110
| -0.6% | -$5.68K | 0.11% | 79 |
|
|
2023
Q4 | $917K | Buy |
17,637
+28
| +0.2% | +$1.46K | 0.13% | 75 |
|
|
2023
Q3 | $857K | Sell |
17,609
-376
| -2% | -$18.3K | 0.16% | 75 |
|
|
2023
Q2 | $910K | Buy |
17,985
+21
| +0.1% | +$1.06K | 0.16% | 76 |
|
|
2023
Q1 | $921K | Sell |
17,964
-1,388
| -7% | -$71.2K | 0.2% | 72 |
|
|
2022
Q4 | $958K | Sell |
19,352
-685
| -3% | -$33.9K | 0.21% | 65 |
|
|
2022
Q3 | $967K | Buy |
20,037
+8,859
| +79% | +$428K | 0.27% | 53 |
|
|
2022
Q2 | $571K | Sell |
11,178
-1,626
| -13% | -$83.1K | 0.16% | 77 |
|
|
2022
Q1 | $703K | Buy |
+12,804
| New | +$703K | 0.18% | 68 |
|