Chesley Taft & Associates’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 | $3.41M | Buy |
64,026
+2,553
| +4% | +$136K | 0.15% | 114 |
|
|
2025
Q1 | $3.23M | Sell |
61,473
-797
| -1% | -$41.9K | 0.16% | 114 |
|
|
2024
Q4 | $3.21M | Sell |
62,270
-1,414
| -2% | -$72.8K | 0.15% | 111 |
|
|
2024
Q3 | $3.42M | Buy |
63,684
+1,145
| +2% | +$61.5K | 0.16% | 103 |
|
|
2024
Q2 | $3.21M | Buy |
62,539
+900
| +1% | +$46.1K | 0.16% | 103 |
|
|
2024
Q1 | $3.18M | Buy |
61,639
+3,285
| +6% | +$170K | 0.16% | 107 |
|
|
2023
Q4 | $3.03M | Sell |
58,354
-1,210
| -2% | -$62.9K | 0.17% | 108 |
|
|
2023
Q3 | $2.9M | Sell |
59,564
-3,355
| -5% | -$163K | 0.19% | 108 |
|
|
2023
Q2 | $3.18M | Sell |
62,919
-190
| -0.3% | -$9.61K | 0.19% | 103 |
|
|
2023
Q1 | $3.24M | Buy |
63,109
+1,405
| +2% | +$72K | 0.21% | 102 |
|
|
2022
Q4 | $3.05M | Sell |
61,704
-2,360
| -4% | -$117K | 0.21% | 106 |
|
|
2022
Q3 | $3.09M | Buy |
64,064
+755
| +1% | +$36.5K | 0.23% | 97 |
|
|
2022
Q2 | $3.23M | Sell |
63,309
-1,816
| -3% | -$92.7K | 0.22% | 103 |
|
|
2022
Q1 | $3.48M | Sell |
65,125
-4,138
| -6% | -$221K | 0.2% | 105 |
|
|
2021
Q4 | $4.11M | Buy |
69,263
+275
| +0.4% | +$16.3K | 0.21% | 99 |
|
|
2021
Q3 | $4.14M | Buy |
68,988
+675
| +1% | +$40.5K | 0.24% | 95 |
|
|
2021
Q2 | $4.13M | Buy |
68,313
+5,000
| +8% | +$303K | 0.24% | 92 |
|
|
2021
Q1 | $3.74M | Sell |
63,313
-16,495
| -21% | -$975K | 0.22% | 92 |
|
|
2020
Q4 | $4.93M | Buy |
79,808
+3,035
| +4% | +$188K | 0.32% | 74 |
|
|
2020
Q3 | $4.67M | Sell |
76,773
-1,285
| -2% | -$78.1K | 0.33% | 72 |
|
|
2020
Q2 | $4.71M | Buy |
78,058
+4,385
| +6% | +$265K | 0.36% | 71 |
|
|
2020
Q1 | $4.05M | Buy |
73,673
+8,725
| +13% | +$479K | 0.37% | 71 |
|
|
2019
Q4 | $3.77M | Buy |
64,948
+4,957
| +8% | +$287K | 0.27% | 80 |
|
|
2019
Q3 | $3.48M | Buy |
59,991
+3,012
| +5% | +$174K | 0.27% | 80 |
|
|
2019
Q2 | $3.25M | Buy |
56,979
+9,174
| +19% | +$522K | 0.25% | 81 |
|
|
2019
Q1 | $2.64M | Buy |
47,805
+1,675
| +4% | +$92.4K | 0.22% | 94 |
|
|
2018
Q4 | $2.42M | Sell |
46,130
-2,025
| -4% | -$106K | 0.23% | 91 |
|
|
2018
Q3 | $2.56M | Sell |
48,155
-6,345
| -12% | -$337K | 0.2% | 101 |
|
|
2018
Q2 | $2.9M | Sell |
54,500
-1,148
| -2% | -$61K | 0.25% | 94 |
|
|
2018
Q1 | $2.98M | Sell |
55,648
-2,898
| -5% | -$155K | 0.27% | 90 |
|
|
2017
Q4 | $3.2M | Sell |
58,546
-204
| -0.3% | -$11.1K | 0.27% | 90 |
|
|
2017
Q3 | $3.24M | Buy |
58,750
+1,670
| +3% | +$92K | 0.28% | 91 |
|
|
2017
Q2 | $3.13M | Buy |
57,080
+1,400
| +3% | +$76.8K | 0.28% | 90 |
|
|
2017
Q1 | $3.03M | Sell |
55,680
-100
| -0.2% | -$5.45K | 0.29% | 87 |
|
|
2016
Q4 | $3.02M | Buy |
55,780
+600
| +1% | +$32.5K | 0.3% | 84 |
|
|
2016
Q3 | $3.07M | Buy |
55,180
+9,430
| +21% | +$525K | 0.31% | 82 |
|
|
2016
Q2 | $2.55M | Buy |
45,750
+1,150
| +3% | +$64K | 0.26% | 92 |
|
|
2016
Q1 | $2.45M | Sell |
44,600
-300
| -0.7% | -$16.5K | 0.26% | 90 |
|
|
2015
Q4 | $2.41M | Buy |
+44,900
| New | +$2.41M | 0.25% | 99 |
|
|
2014
Q1 | – | Sell |
-31,800
| Closed | -$1.72M | – | 267 |
|
|
2013
Q4 | $1.72M | Buy |
31,800
+3,950
| +14% | +$213K | 0.17% | 123 |
|
|
2013
Q3 | $1.5M | Buy |
27,850
+432
| +2% | +$23.3K | 0.16% | 127 |
|
|
2013
Q2 | $1.48M | Buy |
+27,418
| New | +$1.48M | 0.17% | 123 |
|