Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1112 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1903 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1945 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1885 |
|
|
2020
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1757 |
|
|
2020
Q3 | – | Sell |
-253
| Closed | -$15K | – | 1749 |
|
|
2020
Q2 | $15K | Sell |
253
-1,098
| -81% | -$65.1K | 0.01% | 834 |
|
|
2020
Q1 | $74K | Sell |
1,351
-4,267
| -76% | -$234K | 0.03% | 372 |
|
|
2019
Q4 | $326K | Buy |
5,618
+420
| +8% | +$24.4K | 0.12% | 151 |
|
|
2019
Q3 | $301K | Buy |
5,198
+4,114
| +380% | +$238K | 0.14% | 144 |
|
|
2019
Q2 | $62K | Hold |
1,084
| – | – | 0.03% | 403 |
|
|
2019
Q1 | $60K | Hold |
1,084
| – | – | 0.03% | 355 |
|
|
2018
Q4 | $57K | Hold |
1,084
| – | – | 0.04% | 299 |
|
|
2018
Q3 | $58K | Buy |
1,084
+2
| +0.2% | +$107 | 0.03% | 279 |
|
|
2018
Q2 | $57K | Sell |
1,082
-5,158
| -83% | -$272K | 0.06% | 174 |
|
|
2018
Q1 | $334K | Buy |
6,240
+1,378
| +28% | +$73.8K | 0.25% | 89 |
|
|
2017
Q4 | $266K | Buy |
4,862
+3,016
| +163% | +$165K | 0.2% | 100 |
|
|
2017
Q3 | $102K | Buy |
1,846
+1,144
| +163% | +$63.2K | 0.09% | 173 |
|
|
2017
Q2 | $38K | Buy |
702
+180
| +34% | +$9.74K | 0.04% | 290 |
|
|
2017
Q1 | $28K | Buy |
522
+348
| +200% | +$18.7K | 0.03% | 301 |
|
|
2016
Q4 | $9K | Buy |
+174
| New | +$9K | 0.01% | 481 |
|