Caldwell Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
197,725
+15,762
|
|
||||
|
2025
Q1 | $9.56M | Buy |
181,963
+16,326
|
|
||||
|
2024
Q4 | $8.53M | Buy |
165,637
+19,555
|
|
||||
|
2024
Q3 | $7.85M | Buy |
146,082
+5,365
|
|
||||
|
2024
Q2 | $7.21M | Buy |
140,717
+19,787
|
|
||||
|
2024
Q1 | $6.24M | Buy |
120,930
+2,884
|
|
||||
|
2023
Q4 | $6.14M | Sell |
118,046
-9,311
|
|
||||
|
2023
Q3 | $6.2M | Sell |
127,357
-10,362
|
|
||||
|
2023
Q2 | $6.96M | Sell |
137,719
-8,292
|
|
||||
|
2023
Q1 | $7.49M | Sell |
146,011
-11,686
|
|
||||
|
2022
Q4 | $7.81M | Sell |
157,697
-53,111
|
|
||||
|
2022
Q3 | $10.2M | Sell |
210,808
-14,844
|
|
||||
|
2022
Q2 | $11.5M | Sell |
225,652
-36,031
|
|
||||
|
2022
Q1 | $14.4M | Sell |
261,683
-12,436
|
|
||||
|
2021
Q4 | $16.2M | Buy |
274,119
+29,330
|
|
||||
|
2021
Q3 | $14.7M | Buy |
244,789
+42,375
|
|
||||
|
2021
Q2 | $12.3M | Buy |
202,414
+33,616
|
|
||||
|
2021
Q1 | $10M | Buy |
168,798
+52,188
|
|
||||
|
2020
Q4 | $7.21M | Buy |
116,610
+18,610
|
|
||||
|
2020
Q3 | $5.96M | Buy |
98,000
+8,098
|
|
||||
|
2020
Q2 | $5.43M | Sell |
89,902
-1,579
|
|
||||
|
2020
Q1 | $5.02M | Buy |
91,481
+6,114
|
|
||||
|
2019
Q4 | $4.95M | Buy |
+85,367
|
|