LaFleur & Godfrey’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

LaFleur & Godfrey’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
2022 Q2	–	Sell	-7,500	Closed	-$412K	–	127
2022 Q1	$412K	Sell	7,500 -300	-4%	-$17K	0.06%	104
2021 Q4	$462K	Sell	7,800 -570	-7%	-$33.9K	0.06%	102
2021 Q3	$503K	Sell	8,370 -10,100	-55%	-$613K	0.07%	102
2021 Q2	$1.12M	Sell	18,470 -19,165	-51%	-$1.15M	0.16%	87
2021 Q1	$2.23M	Buy	37,635 +13,520	+56%	+$818K	0.43%	52
2020 Q4	$1.49M	Buy	24,115 +1,500	+7%	+$91.8K	0.31%	60
2020 Q3	$1.38M	Buy	+22,615	New	+$1.38M	0.31%	55
2020 Q1	–	Sell	-8,550	Closed	-$496K	–	72
2019 Q4	$496K	Hold	8,550	–	–	0.11%	60
2019 Q3	$495K	Sell	8,550 -3,750	-30%	-$215K	0.12%	59
2019 Q2	$700K	Hold	12,300	–	–	0.17%	56
2019 Q1	$678K	Hold	12,300	–	–	0.18%	54
2018 Q4	$645K	Hold	12,300	–	–	0.18%	53
2018 Q3	$653K	Hold	12,300	–	–	0.16%	54
2018 Q2	$653K	Buy	12,300 +7,550	+159%	+$401K	0.16%	52
2018 Q1	$255K	Hold	4,750	–	–	0.06%	60
2017 Q4	$260K	Hold	4,750	–	–	0.06%	68
2017 Q3	$262K	Buy	+4,750	New	+$262K	0.07%	68
2015 Q2	–	Sell	-56,078	Closed	-$3.1M	–	78
2015 Q1	$3.1M	Buy	56,078 +3,260	+6%	+$180K	0.83%	39
2014 Q4	$2.89M	Buy	52,818 +212	+0.4%	+$11.6K	0.77%	41
2014 Q3	$2.88M	Sell	52,606 -3,690	-7%	-$203K	0.79%	40
2014 Q2	$3.1M	Sell	56,296 -1,390	-2%	-$76.2K	0.82%	41
2014 Q1	$3.15M	Sell	57,686 -4,850	-8%	-$264K	0.87%	39
2013 Q4	$3.37M	Sell	62,536 -2,460	-4%	-$133K	0.93%	36
2013 Q3	$3.51M	Sell	64,996 -1,260	-2%	-$67.7K	1.01%	33
2013 Q2	$3.57M	Buy	+66,256	New	+$3.66M	1.06%	32

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

LaFleur & Godfrey's IGIB Position: Q2 2022 in Review

LaFleur & Godfrey sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2022, closing a stake of 7,500 shares — an estimated $412K sold.

LaFleur & Godfrey first reported a position in IGIB in Q2 2013 and held it in 25 quarters. The position peaked at $3.57M in Q2 2013. 519 funds tracked by Wall St. Rank hold IGIB as of Q2 2022.

LaFleur & Godfrey reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
LaFleur & Godfrey sold 7,500 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $412K.
LaFleur & Godfrey first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 25 quarters.
LaFleur & Godfrey's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.57M in Q2 2013.
519 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on LaFleur & Godfrey's 13F filing for Q2 2022, filed 26 Jul 2022.