West Michigan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,392
| Closed | -$276K | – | 197 |
|
|
2024
Q2 | $276K | Buy |
5,392
+75
| +1% | +$3.85K | 0.09% | 146 |
|
|
2024
Q1 | $274K | Buy |
5,317
+1,158
| +28% | +$59.8K | 0.09% | 142 |
|
|
2023
Q4 | $216K | Sell |
4,159
-749
| -15% | -$38.9K | 0.08% | 143 |
|
|
2023
Q3 | $239K | Sell |
4,908
-287
| -6% | -$14K | 0.13% | 125 |
|
|
2023
Q2 | $263K | Sell |
5,195
-490
| -9% | -$24.8K | 0.11% | 172 |
|
|
2023
Q1 | $292K | Buy |
+5,685
| New | +$292K | 0.17% | 101 |
|
|
2022
Q4 | – | Sell |
-4,307
| Closed | -$208K | – | 124 |
|
|
2022
Q3 | $208K | Sell |
4,307
-1,257
| -23% | -$60.7K | 0.18% | 98 |
|
|
2022
Q2 | $284K | Buy |
5,564
+312
| +6% | +$15.9K | 0.24% | 82 |
|
|
2022
Q1 | $288K | Buy |
+5,252
| New | +$288K | 0.19% | 94 |
|