WESPAC Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
29,487
+3,039
| +11% | +$162K | 1.1% | 17 |
|
|
2025
Q1 | $1.39M | Buy |
26,448
+19,806
| +298% | +$1.04M | 1.13% | 20 |
|
|
2024
Q4 | $342K | Sell |
6,642
-22,180
| -77% | -$1.14M | 0.25% | 128 |
|
|
2024
Q3 | $1.55M | Buy |
+28,822
| New | +$1.55M | 1.15% | 23 |
|
|
2017
Q2 | – | Sell |
-24,006
| Closed | -$1.31M | – | 134 |
|
|
2017
Q1 | $1.31M | Sell |
24,006
-1,422
| -6% | -$77.5K | 1.51% | 23 |
|
|
2016
Q4 | $1.38M | Sell |
25,428
-1,450
| -5% | -$78.5K | 1.54% | 23 |
|
|
2016
Q3 | $1.5M | Sell |
26,878
-5,814
| -18% | -$324K | 1.69% | 18 |
|
|
2016
Q2 | $1.82M | Buy |
32,692
+8,526
| +35% | +$474K | 1.88% | 12 |
|
|
2016
Q1 | $1.33M | Buy |
24,166
+2,584
| +12% | +$142K | 1.65% | 20 |
|
|
2015
Q4 | $1.16M | Sell |
21,582
-326
| -1% | -$17.5K | 1.34% | 28 |
|
|
2015
Q3 | $1.19M | Sell |
21,908
-10,534
| -32% | -$572K | 2.09% | 21 |
|
|
2015
Q2 | $1.77M | Sell |
32,442
-622
| -2% | -$33.9K | 1.33% | 29 |
|
|
2015
Q1 | $1.83M | Buy |
33,064
+2,620
| +9% | +$145K | 1.39% | 27 |
|
|
2014
Q4 | $1.66M | Buy |
30,444
+2,662
| +10% | +$145K | 1.17% | 32 |
|
|
2014
Q3 | $1.52M | Buy |
27,782
+12,332
| +80% | +$674K | 1.22% | 27 |
|
|
2014
Q2 | $851K | Sell |
15,450
-3,384
| -18% | -$186K | 0.97% | 37 |
|
|
2014
Q1 | $1.03M | Sell |
18,834
-404
| -2% | -$22K | 0.89% | 35 |
|
|
2013
Q4 | $1.04M | Buy |
19,238
+2,318
| +14% | +$125K | 0.86% | 38 |
|
|
2013
Q3 | $913K | Buy |
16,920
+2,950
| +21% | +$159K | 1.06% | 36 |
|
|
2013
Q2 | $752K | Buy |
+13,970
| New | +$752K | 1.14% | 38 |
|