JPLA
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Joseph P. Lucia & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Joseph P. Lucia & Associates’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-155
Closed -$9K – 313
2021
Q3 		$9K Hold
155
– – 0.01% 388
2021
Q2 		$9K Hold
155
– – 0.01% 392
2021
Q1 		$9K Buy
+155
New +$9.38K ﹤0.01% 366
2020
Q1 		– Sell
-900
Closed -$52K – 469
2019
Q4 		$52K Hold
900
– – 0.05% 173
2019
Q3 		$52K Hold
900
– – 0.05% 168
2019
Q2 		$51K Sell
900
-48,402
-98% -$2.69M 0.05% 168
2019
Q1 		$900 Buy
+49,302
New +$2.65M 0.07% 128

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MYLI
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UCFA
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Charles Schwab
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Bank of America
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AssetMark Inc
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AC
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Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return