WCWM
Wooster Corthell Wealth Management’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 | $3.78M | Sell |
70,997
-2,686
| -4% | -$143K | 0.7% | 26 |
|
|
2025
Q1 | $3.87M | Sell |
73,683
-501
| -0.7% | -$26.3K | 0.79% | 22 |
|
|
2024
Q4 | $3.82M | Buy |
74,184
+248
| +0.3% | +$12.8K | 0.83% | 20 |
|
|
2024
Q3 | $3.97M | Buy |
73,936
+368
| +0.5% | +$19.8K | 0.85% | 20 |
|
|
2024
Q2 | $3.77M | Sell |
73,568
-929
| -1% | -$47.6K | 0.85% | 20 |
|
|
2024
Q1 | $3.84M | Sell |
74,497
-102
| -0.1% | -$5.26K | 0.88% | 20 |
|
|
2023
Q4 | $3.88M | Buy |
74,599
+5,796
| +8% | +$301K | 0.93% | 20 |
|
|
2023
Q3 | $3.35M | Sell |
68,803
-499
| -0.7% | -$24.3K | 0.88% | 20 |
|
|
2023
Q2 | $3.5M | Sell |
69,302
-1,127
| -2% | -$57K | 0.89% | 20 |
|
|
2023
Q1 | $3.61M | Sell |
70,429
-583
| -0.8% | -$29.9K | 0.97% | 19 |
|
|
2022
Q4 | $3.52M | Sell |
71,012
-9,717
| -12% | -$481K | 1% | 19 |
|
|
2022
Q3 | $3.9M | Sell |
80,729
-1,487
| -2% | -$71.8K | 1.17% | 19 |
|
|
2022
Q2 | $4.2M | Sell |
82,216
-12,750
| -13% | -$651K | 1.19% | 19 |
|
|
2022
Q1 | $5.21M | Buy |
94,966
+427
| +0.5% | +$23.4K | 1.29% | 18 |
|
|
2021
Q4 | $5.6M | Sell |
94,539
-291
| -0.3% | -$17.2K | 1.33% | 18 |
|
|
2021
Q3 | $5.7M | Sell |
94,830
-174
| -0.2% | -$10.5K | 1.43% | 17 |
|
|
2021
Q2 | $5.75M | Sell |
95,004
-2
| -0% | -$121 | 1.45% | 17 |
|
|
2021
Q1 | $5.63M | Sell |
95,006
-455
| -0.5% | -$26.9K | 1.53% | 17 |
|
|
2020
Q4 | $5.9M | Sell |
95,461
-243
| -0.3% | -$15K | 1.68% | 17 |
|
|
2020
Q3 | $5.82M | Sell |
95,704
-482
| -0.5% | -$29.3K | 1.87% | 15 |
|
|
2020
Q2 | $5.81M | Sell |
96,186
-929
| -1% | -$56.1K | 2% | 15 |
|
|
2020
Q1 | $5.33M | Buy |
+97,115
| New | +$5.33M | 2.15% | 15 |
|