Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
4,007
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $210K | Hold |
4,007
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $206K | Hold |
4,007
| – | – | 0.02% | 92 |
|
|
2024
Q3 | $215K | Sell |
4,007
-58
| -1% | -$3.12K | 0.02% | 87 |
|
|
2024
Q2 | $208K | Hold |
4,065
| – | – | 0.02% | 85 |
|
|
2024
Q1 | $210K | Sell |
4,065
-855
| -17% | -$44.1K | 0.02% | 84 |
|
|
2023
Q4 | $256K | Sell |
4,920
-1,645
| -25% | -$85.5K | 0.02% | 79 |
|
|
2023
Q3 | $319K | Hold |
6,565
| – | – | 0.03% | 68 |
|
|
2023
Q2 | $332K | Buy |
6,565
+1
| +0% | +$51 | 0.04% | 67 |
|
|
2023
Q1 | $337K | Sell |
6,564
-56
| -0.8% | -$2.87K | 0.04% | 67 |
|
|
2022
Q4 | $328K | Buy |
+6,620
| New | +$328K | 0.04% | 67 |
|
|
2022
Q2 | – | Sell |
-24,261
| Closed | -$1.33M | – | 68 |
|
|
2022
Q1 | $1.33M | Sell |
24,261
-52
| -0.2% | -$2.85K | 0.16% | 42 |
|
|
2021
Q4 | $1.44M | Buy |
24,313
+22
| +0.1% | +$1.3K | 0.18% | 43 |
|
|
2021
Q3 | $1.46M | Buy |
24,291
+12
| +0% | +$721 | 0.19% | 44 |
|
|
2021
Q2 | $1.47M | Sell |
24,279
-18
| -0.1% | -$1.09K | 0.2% | 44 |
|
|
2021
Q1 | $1.44M | Sell |
24,297
-430
| -2% | -$25.5K | 0.21% | 41 |
|
|
2020
Q4 | $1.53M | Sell |
24,727
-3,176
| -11% | -$196K | 0.25% | 41 |
|
|
2020
Q3 | $1.7M | Sell |
27,903
-2,101
| -7% | -$128K | 0.33% | 41 |
|
|
2020
Q2 | $1.81M | Sell |
30,004
-1,969
| -6% | -$119K | 0.37% | 39 |
|
|
2020
Q1 | $1.76M | Sell |
31,973
-5,717
| -15% | -$314K | 0.39% | 40 |
|
|
2019
Q4 | $2.19M | Sell |
37,690
-97
| -0.3% | -$5.62K | 0.39% | 40 |
|
|
2019
Q3 | $2.19M | Sell |
37,787
-1,608
| -4% | -$93.2K | 0.42% | 39 |
|
|
2019
Q2 | $2.24M | Sell |
39,395
-705
| -2% | -$40.2K | 0.44% | 36 |
|
|
2019
Q1 | $2.21M | Buy |
40,100
+3,154
| +9% | +$174K | 0.45% | 31 |
|
|
2018
Q4 | $1.94M | Buy |
36,946
+20,353
| +123% | +$1.07M | 0.43% | 33 |
|
|
2018
Q3 | $881K | Buy |
16,593
+1,491
| +10% | +$79.2K | 0.19% | 33 |
|
|
2018
Q2 | $802K | Sell |
15,102
-5,144
| -25% | -$273K | 0.23% | 30 |
|
|
2018
Q1 | $1.09M | Sell |
20,246
-1,530
| -7% | -$82.1K | 0.32% | 27 |
|
|
2017
Q4 | $1.19M | Buy |
+21,776
| New | +$1.19M | 0.35% | 30 |
|