Lee Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lee Financial’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$264K	Hold	4,950	–	–	0.04%	123
2025 Q1	$260K	Sell	4,950 -295	-6%	-$15.5K	0.04%	130
2024 Q4	$270K	Buy	5,245 +227	+5%	+$11.7K	0.04%	155
2024 Q3	$270K	Hold	5,018	–	–	0.04%	155
2024 Q2	$257K	Sell	5,018 -1,320	-21%	-$67.7K	0.04%	123
2024 Q1	$327K	Hold	6,338	–	–	0.05%	115
2023 Q4	$330K	Sell	6,338 -1,350	-18%	-$70.2K	0.06%	111
2023 Q3	$374K	Hold	7,688	–	–	0.07%	102
2023 Q2	$389K	Hold	7,688	–	–	0.07%	97
2023 Q1	$394K	Hold	7,688	–	–	0.07%	95
2022 Q4	$381K	Hold	7,688	–	–	0.06%	111
2022 Q3	$371K	Hold	7,688	–	–	0.07%	104
2022 Q2	$393K	Hold	7,688	–	–	0.07%	100
2022 Q1	$422K	Hold	7,688	–	–	0.08%	102
2021 Q4	$456K	Hold	7,688	–	–	0.09%	104
2021 Q3	$462K	Sell	7,688 -5,500	-42%	-$331K	0.1%	99
2021 Q2	$798K	Sell	13,188 -1,660	-11%	-$100K	0.17%	71
2021 Q1	$879K	Hold	14,848	–	–	0.21%	64
2020 Q4	$917K	Hold	14,848	–	–	0.24%	60
2020 Q3	$903K	Sell	14,848 -272	-2%	-$16.5K	0.25%	63
2020 Q2	$913K	Sell	15,120 -1,438	-9%	-$86.8K	0.25%	62
2020 Q1	$909K	Sell	16,558 -165	-1%	-$9.06K	0.3%	51
2019 Q4	$970K	Sell	16,723 -453	-3%	-$26.3K	0.21%	66
2019 Q3	$995K	Sell	17,176 -407	-2%	-$23.6K	0.22%	63
2019 Q2	$1M	Sell	17,583 -750	-4%	-$42.7K	0.23%	63
2019 Q1	$1.01M	Sell	18,333 -2,340	-11%	-$129K	0.24%	60
2018 Q4	$1.08M	Sell	20,673 -1,825	-8%	-$95.7K	0.29%	48
2018 Q3	$1.2M	Sell	22,498 -8,404	-27%	-$446K	0.29%	50
2018 Q2	$1.64M	Sell	30,902 -1,420	-4%	-$75.5K	0.39%	38
2018 Q1	$1.73M	Sell	32,322 -7,696	-19%	-$413K	0.44%	34
2017 Q4	$2.19M	Buy	40,018 +14,650	+58%	+$800K	0.63%	26
2017 Q3	$1.4M	Sell	25,368 -2,050	-7%	-$113K	0.45%	46
2017 Q2	$1.51M	Sell	27,418 -3,012	-10%	-$165K	0.55%	39
2017 Q1	$1.66M	Sell	30,430 -5,028	-14%	-$274K	0.66%	29
2016 Q4	$1.92M	Buy	+35,458	New	+$1.92M	1.07%	17