Wescott Financial Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $917K | Buy |
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|
2023
Q3 | $857K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $921K | Sell |
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|
2022
Q4 | $958K | Sell |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $703K | Buy |
|