LifePlan Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $493K | Sell |
8,110
-2,898
| -26% | -$176K | 0.21% | 79 |
|
|
2020
Q2 | $665K | Sell |
11,008
-44,060
| -80% | -$2.66M | 0.3% | 65 |
|
|
2020
Q1 | $3.02M | Sell |
55,068
-989
| -2% | -$54.3K | 1.64% | 16 |
|
|
2019
Q4 | $3.25M | Buy |
56,057
+106
| +0.2% | +$6.15K | 1.45% | 22 |
|
|
2019
Q3 | $3.24M | Buy |
55,951
+5,553
| +11% | +$322K | 1.53% | 23 |
|
|
2019
Q2 | $2.87M | Buy |
50,398
+30,781
| +157% | +$1.75M | 1.38% | 23 |
|
|
2019
Q1 | $1.08M | Buy |
19,617
+7,111
| +57% | +$392K | 0.58% | 41 |
|
|
2018
Q4 | $656K | Sell |
12,506
-1,807
| -13% | -$94.8K | 0.41% | 48 |
|
|
2018
Q3 | $760K | Sell |
14,313
-1,455
| -9% | -$77.3K | 0.41% | 47 |
|
|
2018
Q2 | $838K | Sell |
15,768
-1,192
| -7% | -$63.4K | 0.47% | 46 |
|
|
2018
Q1 | $909K | Sell |
16,960
-10,326
| -38% | -$553K | 0.53% | 41 |
|
|
2017
Q4 | $1.5M | Hold |
27,286
| – | – | 0.96% | 31 |
|
|
2017
Q3 | $1.5M | Sell |
27,286
-256
| -0.9% | -$14.1K | 0.96% | 31 |
|
|
2017
Q2 | $1.51M | Buy |
27,542
+2,258
| +9% | +$124K | 1.04% | 30 |
|
|
2017
Q1 | $1.38M | Buy |
25,284
+11,696
| +86% | +$637K | 0.96% | 33 |
|
|
2016
Q4 | $735K | Buy |
13,588
+4,096
| +43% | +$222K | 0.52% | 60 |
|
|
2016
Q3 | $528K | Buy |
9,492
+1,264
| +15% | +$70.3K | 0.36% | 55 |
|
|
2016
Q2 | $458K | Sell |
8,228
-88,468
| -91% | -$4.92M | 0.31% | 55 |
|
|
2016
Q1 | $5.3M | Buy |
96,696
+25,968
| +37% | +$1.42M | 3.77% | 5 |
|
|
2015
Q4 | $3.79M | Sell |
70,728
-3,526
| -5% | -$189K | 2.7% | 16 |
|
|
2015
Q3 | $4.03M | Buy |
74,254
+67,212
| +954% | +$3.65M | 2.93% | 14 |
|
|
2015
Q2 | $383K | Sell |
7,042
-306
| -4% | -$16.6K | 0.26% | 68 |
|
|
2015
Q1 | $407K | Sell |
7,348
-782
| -10% | -$43.3K | 0.27% | 44 |
|
|
2014
Q4 | $444K | Buy |
8,130
+258
| +3% | +$14.1K | 0.29% | 42 |
|
|
2014
Q3 | $430K | Sell |
7,872
-74
| -0.9% | -$4.04K | 0.36% | 42 |
|
|
2014
Q2 | $438K | Sell |
7,946
-92,896
| -92% | -$5.12M | 0.31% | 42 |
|
|
2014
Q1 | $5.5M | Buy |
100,842
+16,836
| +20% | +$918K | 4.37% | 9 |
|
|
2013
Q4 | $4.53M | Buy |
84,006
+78,948
| +1,561% | +$4.26M | 3.09% | 12 |
|
|
2013
Q3 | $273K | Sell |
5,058
-40
| -0.8% | -$2.16K | 0.22% | 40 |
|
|
2013
Q2 | $275K | Buy |
+5,098
| New | +$275K | 0.31% | 38 |
|