LifePlan Financial Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $132K | Sell |
1,871
-155
| -8% | -$10.9K | 0.06% | 163 |
|
|
2020
Q2 | $142K | Hold |
2,026
| – | – | 0.06% | 150 |
|
|
2020
Q1 | $129K | Hold |
2,026
| – | – | 0.07% | 148 |
|
|
2019
Q4 | $135K | Hold |
2,026
| – | – | 0.06% | 159 |
|
|
2019
Q3 | $135K | Buy |
2,026
+133
| +7% | +$8.86K | 0.06% | 158 |
|
|
2019
Q2 | $121K | Hold |
1,893
| – | – | 0.06% | 164 |
|
|
2019
Q1 | $114K | Sell |
1,893
-62
| -3% | -$3.73K | 0.06% | 171 |
|
|
2018
Q4 | $110K | Sell |
1,955
-128
| -6% | -$7.2K | 0.07% | 163 |
|
|
2018
Q3 | $121K | Sell |
2,083
-69
| -3% | -$4.01K | 0.07% | 164 |
|
|
2018
Q2 | $125K | Sell |
2,152
-3
| -0.1% | -$174 | 0.07% | 158 |
|
|
2018
Q1 | $130K | Buy |
+2,155
| New | +$130K | 0.08% | 143 |
|
|
2017
Q1 | – | Sell |
-3,740
| Closed | -$220K | – | 113 |
|
|
2016
Q4 | $220K | Buy |
3,740
+270
| +8% | +$15.9K | 0.15% | 113 |
|
|
2016
Q3 | $220K | Buy |
3,470
+85
| +3% | +$5.39K | 0.15% | 104 |
|
|
2016
Q2 | $212K | Sell |
3,385
-226
| -6% | -$14.2K | 0.15% | 96 |
|
|
2016
Q1 | $214K | Sell |
3,611
-138
| -4% | -$8.18K | 0.15% | 92 |
|
|
2015
Q4 | $209K | Sell |
3,749
-322
| -8% | -$18K | 0.15% | 86 |
|
|
2015
Q3 | $232K | Sell |
4,071
-10,446
| -72% | -$595K | 0.17% | 81 |
|
|
2015
Q2 | $830K | Sell |
14,517
-78,343
| -84% | -$4.48M | 0.56% | 46 |
|
|
2015
Q1 | $5.81M | Buy |
92,860
+3,545
| +4% | +$222K | 3.86% | 9 |
|
|
2014
Q4 | $5.5M | Buy |
89,315
+3,883
| +5% | +$239K | 3.64% | 9 |
|
|
2014
Q3 | $5.12M | Sell |
85,432
-717
| -0.8% | -$43K | 4.33% | 7 |
|
|
2014
Q2 | $5.22M | Buy |
+86,149
| New | +$5.22M | 3.72% | 10 |
|