Caldwell Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5M | Buy |
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|
2025
Q2 | $10.5M | Buy |
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2025
Q1 | $9.56M | Buy |
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|
2024
Q4 | $8.53M | Buy |
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|
2024
Q3 | $7.85M | Buy |
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|
2024
Q2 | $7.21M | Buy |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $6.14M | Sell |
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|
2023
Q3 | $6.2M | Sell |
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|
2023
Q2 | $6.96M | Sell |
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|
2023
Q1 | $7.49M | Sell |
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|
2022
Q4 | $7.81M | Sell |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $7.21M | Buy |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $5.43M | Sell |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $4.95M | Buy |
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