Legacy Financial Group (Iowa)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
342,703
+2,337
| +0.7% | +$125K | 2.55% | 13 |
|
|
2025
Q1 | $17.9M | Buy |
340,366
+3,794
| +1% | +$199K | 2.75% | 9 |
|
|
2024
Q4 | $17.3M | Buy |
336,572
+14,965
| +5% | +$771K | 2.81% | 10 |
|
|
2024
Q3 | $17.3M | Buy |
321,607
+4,896
| +2% | +$263K | 3.32% | 7 |
|
|
2024
Q2 | $16.2M | Buy |
316,711
+3,382
| +1% | +$173K | 3.19% | 7 |
|
|
2024
Q1 | $16.2M | Buy |
313,329
+291,277
| +1,321% | +$15M | 3.27% | 8 |
|
|
2023
Q4 | $1.15M | Sell |
22,052
-297,082
| -93% | -$15.5M | 5.2% | 5 |
|
|
2023
Q3 | $15.5M | Buy |
319,134
+2,675
| +0.8% | +$130K | 3.65% | 7 |
|
|
2023
Q2 | $16M | Sell |
316,459
-49,989
| -14% | -$2.53M | 4.12% | 7 |
|
|
2023
Q1 | $18.8M | Sell |
366,448
-29,578
| -7% | -$1.52M | 5.14% | 4 |
|
|
2022
Q4 | $19.6M | Sell |
396,026
-21,069
| -5% | -$1.04M | 5.87% | 4 |
|
|
2022
Q3 | $20.1M | Sell |
417,095
-32,168
| -7% | -$1.55M | 6.72% | 4 |
|
|
2022
Q2 | $22.9M | Buy |
449,263
+2,442
| +0.5% | +$125K | 7.24% | 4 |
|
|
2022
Q1 | $24.5M | Buy |
446,821
+231,710
| +108% | +$12.7M | 7.19% | 4 |
|
|
2021
Q4 | $12.6M | Sell |
215,111
-213,477
| -50% | -$12.5M | 5.42% | 5 |
|
|
2021
Q3 | $25.7M | Buy |
428,588
+29,745
| +7% | +$1.79M | 7.7% | 4 |
|
|
2021
Q2 | $24.1M | Sell |
398,843
-38,129
| -9% | -$2.31M | 7.29% | 4 |
|
|
2021
Q1 | $25.9M | Buy |
436,972
+38,098
| +10% | +$2.26M | 8.99% | 4 |
|
|
2020
Q4 | $24.6M | Buy |
+398,874
| New | +$24.6M | 9.48% | 2 |
|