Caldwell Trust’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-107
|
|
||||
|
2023
Q1 | $5.61K | Hold |
107
|
|
||||
|
2022
Q4 | $5.33K | Hold |
107
|
|
||||
|
2022
Q3 | $5.16K | Hold |
107
|
|
||||
|
2022
Q2 | $5.7K | Hold |
107
|
|
||||
|
2022
Q1 | $6.57K | Hold |
107
|
|
||||
|
2021
Q4 | $7.44K | Sell |
107
-107
|
|
||||
|
2021
Q3 | $14.8K | Hold |
214
|
|
||||
|
2021
Q2 | $15K | Hold |
214
|
|
||||
|
2021
Q1 | $14.3K | Hold |
214
|
|
||||
|
2020
Q4 | $15.6K | Hold |
214
|
|
||||
|
2020
Q3 | $15.1K | Hold |
214
|
|
||||
|
2020
Q2 | $15K | Hold |
214
|
|
||||
|
2020
Q1 | $13.6K | Hold |
214
|
|
||||
|
2019
Q4 | $14.3K | Buy |
+214
|
|