WAS
WESPAC Advisors SoCal’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 | $9.98M | Sell |
187,331
-71,481
| -28% | -$3.81M | 2.23% | 16 |
|
|
2025
Q1 | $13.6M | Sell |
258,812
-67,520
| -21% | -$3.55M | 3.54% | 8 |
|
|
2024
Q4 | $16.8M | Buy |
326,332
+30,609
| +10% | +$1.58M | 3.8% | 5 |
|
|
2024
Q3 | $15.9M | Buy |
295,723
+111,341
| +60% | +$5.98M | 3.67% | 6 |
|
|
2024
Q2 | $9.45M | Buy |
184,382
+58,658
| +47% | +$3.01M | 2.37% | 17 |
|
|
2024
Q1 | $6.49M | Buy |
125,724
+1,035
| +0.8% | +$53.4K | 1.7% | 22 |
|
|
2023
Q4 | $6.48M | Sell |
124,689
-15,656
| -11% | -$814K | 1.89% | 21 |
|
|
2023
Q3 | $6.83M | Buy |
140,345
+32,165
| +30% | +$1.56M | 2.31% | 14 |
|
|
2023
Q2 | $5.47M | Buy |
108,180
+16,595
| +18% | +$839K | 1.87% | 20 |
|
|
2023
Q1 | $4.7M | Buy |
91,585
+50,215
| +121% | +$2.58M | 1.62% | 25 |
|
|
2022
Q4 | $2.05M | Buy |
+41,370
| New | +$2.05M | 0.76% | 39 |
|