Western Wealth Management’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 | $366K | Buy |
6,877
+424
| +7% | +$22.6K | 0.02% | 502 |
|
|
2025
Q1 | $339K | Sell |
6,453
-81
| -1% | -$4.25K | 0.02% | 494 |
|
|
2024
Q4 | $337K | Buy |
6,534
+49
| +0.8% | +$2.52K | 0.02% | 489 |
|
|
2024
Q3 | $348K | Buy |
6,485
+29
| +0.4% | +$1.56K | 0.02% | 552 |
|
|
2024
Q2 | $331K | Sell |
6,456
-586
| -8% | -$30K | 0.02% | 460 |
|
|
2024
Q1 | $363K | Sell |
7,042
-198
| -3% | -$10.2K | 0.03% | 448 |
|
|
2023
Q4 | $377K | Sell |
7,240
-4,735
| -40% | -$246K | 0.03% | 484 |
|
|
2023
Q3 | $583K | Buy |
11,975
+3,415
| +40% | +$166K | 0.05% | 354 |
|
|
2023
Q2 | $433K | Sell |
8,560
-161
| -2% | -$8.14K | 0.04% | 410 |
|
|
2023
Q1 | $447K | Buy |
8,721
+51
| +0.6% | +$2.62K | 0.04% | 397 |
|
|
2022
Q4 | $429K | Sell |
8,670
-8,932
| -51% | -$442K | 0.04% | 370 |
|
|
2022
Q3 | $848K | Buy |
17,602
+2,530
| +17% | +$122K | 0.05% | 345 |
|
|
2022
Q2 | $769K | Buy |
15,072
+21
| +0.1% | +$1.07K | 0.04% | 363 |
|
|
2022
Q1 | $826K | Buy |
15,051
+8,565
| +132% | +$470K | 0.04% | 384 |
|
|
2021
Q4 | $385K | Buy |
+6,486
| New | +$385K | 0.04% | 389 |
|
|
2021
Q2 | $484K | Sell |
7,942
-134
| -2% | -$8.17K | 0.05% | 366 |
|
|
2021
Q1 | $478K | Sell |
8,076
-498
| -6% | -$29.5K | 0.06% | 288 |
|
|
2020
Q4 | $530K | Sell |
8,574
-47
| -0.5% | -$2.91K | 0.08% | 240 |
|
|
2020
Q3 | $524K | Buy |
8,621
+832
| +11% | +$50.6K | 0.09% | 227 |
|
|
2020
Q2 | $470K | Sell |
7,789
-1,428
| -15% | -$86.2K | 0.09% | 241 |
|
|
2020
Q1 | $506K | Buy |
9,217
+1,320
| +17% | +$72.5K | 0.12% | 184 |
|
|
2019
Q4 | $458K | Buy |
7,897
+435
| +6% | +$25.2K | 0.07% | 240 |
|
|
2019
Q3 | $432K | Buy |
7,462
+1,159
| +18% | +$67.1K | 0.09% | 236 |
|
|
2019
Q2 | $359K | Buy |
6,303
+311
| +5% | +$17.7K | 0.05% | 276 |
|
|
2019
Q1 | $331K | Buy |
+5,992
| New | +$331K | 0.07% | 266 |
|