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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $263K | Hold |
4,950
| – | – | 0.03% | 145 |
|
|
2026
Q1 | $263K | Hold |
4,950
| – | – | 0.04% | 133 |
|
|
2025
Q4 | $267K | Hold |
4,950
| – | – | 0.04% | 125 |
|
|
2025
Q3 | $268K | Hold |
4,950
| – | – | 0.03% | 157 |
|
|
2025
Q2 | $264K | Hold |
4,950
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $260K | Sell |
4,950
-295
| -6% | -$15.3K | 0.04% | 130 |
|
|
2024
Q4 | $270K | Buy |
5,245
+227
| +5% | +$11.9K | 0.04% | 155 |
|
|
2024
Q3 | $270K | Hold |
5,018
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $257K | Sell |
5,018
-1,320
| -21% | -$67.2K | 0.04% | 123 |
|
|
2024
Q1 | $327K | Hold |
6,338
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $330K | Sell |
6,338
-1,350
| -18% | -$66.7K | 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% | -$334K | 0.1% | 99 |
|
|
2021
Q2 | $798K | Sell |
13,188
-1,660
| -11% | -$99.4K | 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% | -$16.6K | 0.25% | 63 |
|
|
2020
Q2 | $913K | Sell |
15,120
-1,438
| -9% | -$83.8K | 0.25% | 62 |
|
|
2020
Q1 | $909K | Sell |
16,558
-165
| -1% | -$9.53K | 0.3% | 51 |
|
|
2019
Q4 | $970K | Sell |
16,723
-453
| -3% | -$26.2K | 0.21% | 66 |
|
|
2019
Q3 | $995K | Sell |
17,176
-407
| -2% | -$23.4K | 0.22% | 63 |
|
|
2019
Q2 | $1M | Sell |
17,583
-750
| -4% | -$41.6K | 0.23% | 63 |
|
|
2019
Q1 | $1.01M | Sell |
18,333
-2,340
| -11% | -$126K | 0.24% | 60 |
|
|
2018
Q4 | $1.08M | Sell |
20,673
-1,825
| -8% | -$95.5K | 0.29% | 48 |
|
|
2018
Q3 | $1.2M | Sell |
22,498
-8,404
| -27% | -$447K | 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% | -$415K | 0.44% | 34 |
|
|
2017
Q4 | $2.19M | Buy |
40,018
+14,650
| +58% | +$803K | 0.63% | 26 |
|
|
2017
Q3 | $1.4M | Sell |
25,368
-2,050
| -7% | -$113K | 0.45% | 46 |
|
|
2017
Q2 | $1.5M | Sell |
27,418
-3,012
| -10% | -$165K | 0.55% | 39 |
|
|
2017
Q1 | $1.66M | Sell |
30,430
-5,028
| -14% | -$273K | 0.66% | 29 |
|
|
2016
Q4 | $1.92M | Buy |
+35,458
| New | +$1.94M | 1.07% | 17 |
|
Other funds holding IGIB
AC
OCM
Lee Financial's IGIB Position: Q2 2026 in Review
Lee Financial held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 4,950 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #145.
Lee Financial first reported a position in IGIB in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.19M in Q4 2017. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.
- Lee Financial held 4,950 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $263K as of Q2 2026.
- Lee Financial left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
- iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Lee Financial's portfolio in Q2 2026, its #145 holding.
- Lee Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
- Lee Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.19M in Q4 2017.
- 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.