WESPAC Advisors SoCal’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.79M | Buy |
195,037
+15,388
| +9% | +$773K | 2.19% | 17 |
|
|
2025
Q1 | $9.02M | Sell |
179,649
-635
| -0.4% | -$31.9K | 2.35% | 16 |
|
|
2024
Q4 | $8.91M | Buy |
180,284
+7,348
| +4% | +$363K | 2.01% | 19 |
|
|
2024
Q3 | $9.27M | Buy |
172,936
+52,450
| +44% | +$2.81M | 2.14% | 20 |
|
|
2024
Q2 | $6.03M | Buy |
120,486
+31,329
| +35% | +$1.57M | 1.51% | 25 |
|
|
2024
Q1 | $4.59M | Sell |
89,157
-1,795
| -2% | -$92.5K | 1.2% | 30 |
|
|
2023
Q4 | $4.79M | Buy |
+90,952
| New | +$4.79M | 1.4% | 28 |
|