Lee Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $798K | Sell |
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|
2021
Q1 | $879K | Hold |
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|
2020
Q4 | $917K | Hold |
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|
2020
Q3 | $903K | Sell |
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|
2020
Q2 | $913K | Sell |
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|
2020
Q1 | $909K | Sell |
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|
2019
Q4 | $970K | Sell |
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|
2019
Q3 | $995K | Sell |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.64M | Sell |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $1.4M | Sell |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $1.92M | Buy |
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