PG
Patten Group’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 | $206K | Buy |
+3,875
| New | +$206K | 0.04% | 252 |
|
|
2019
Q1 | – | Sell |
-340
| Closed | -$18K | – | 355 |
|
|
2018
Q4 | $18K | Sell |
340
-2,140
| -86% | -$113K | 0.01% | 380 |
|
|
2018
Q3 | $132K | Buy |
2,480
+105
| +4% | +$5.59K | 0.05% | 226 |
|
|
2018
Q2 | $252K | Sell |
2,375
-450
| -16% | -$47.7K | 0.1% | 174 |
|
|
2018
Q1 | $303K | Sell |
2,825
-250
| -8% | -$26.8K | 0.12% | 159 |
|
|
2017
Q4 | $336K | Buy |
3,075
+80
| +3% | +$8.74K | 0.13% | 154 |
|
|
2017
Q3 | $330K | Buy |
2,995
+5
| +0.2% | +$551 | 0.13% | 150 |
|
|
2017
Q2 | $329K | Buy |
2,990
+235
| +9% | +$25.9K | 0.13% | 150 |
|
|
2017
Q1 | $300K | Hold |
2,755
| – | – | 0.13% | 146 |
|
|
2016
Q4 | $299K | Sell |
2,755
-650
| -19% | -$70.5K | 0.13% | 147 |
|
|
2016
Q3 | $377K | Hold |
3,405
| – | – | 0.18% | 121 |
|
|
2016
Q2 | $379K | Hold |
3,405
| – | – | 0.18% | 122 |
|
|
2016
Q1 | $373K | Hold |
3,405
| – | – | 0.18% | 119 |
|
|
2015
Q4 | $365K | Sell |
3,405
-530
| -13% | -$56.9K | 0.18% | 120 |
|
|
2015
Q3 | $427K | Sell |
3,935
-230
| -6% | -$25K | 0.22% | 103 |
|
|
2015
Q2 | $453K | Sell |
4,165
-200
| -5% | -$21.8K | 0.22% | 102 |
|
|
2015
Q1 | $483K | Sell |
4,365
-50
| -1% | -$5.53K | 0.25% | 104 |
|
|
2014
Q4 | $483K | Buy |
+4,415
| New | +$483K | 0.23% | 107 |
|