Sargent Bickham Lagudis’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
Q4 | $95.7K | Hold |
1,932
| – | – | 0.01% | 343 |
|
2022
Q3 | $93K | Hold |
1,932
| – | – | 0.01% | 322 |
|
2022
Q2 | $99K | Hold |
1,932
| – | – | 0.01% | 322 |
|
2022
Q1 | $106K | Sell |
1,932
-5,634
| -74% | -$309K | 0.01% | 327 |
|
2021
Q4 | $448K | Hold |
7,566
| – | – | 0.03% | 182 |
|
2021
Q3 | $454K | Hold |
7,566
| – | – | 0.04% | 179 |
|
2021
Q2 | $458K | Hold |
7,566
| – | – | 0.04% | 178 |
|
2021
Q1 | $448K | Hold |
7,566
| – | – | 0.04% | 170 |
|
2020
Q4 | $468K | Hold |
7,566
| – | – | 0.04% | 167 |
|
2020
Q3 | $460K | Hold |
7,566
| – | – | 0.05% | 148 |
|
2020
Q2 | $457K | Hold |
7,566
| – | – | 0.05% | 144 |
|
2020
Q1 | $416K | Buy |
7,566
+5,634
| +292% | +$310K | 0.05% | 151 |
|
2019
Q4 | $112K | Hold |
1,932
| – | – | 0.01% | 268 |
|
2019
Q3 | $112K | Hold |
1,932
| – | – | 0.01% | 243 |
|
2019
Q2 | $110K | Hold |
1,932
| – | – | 0.01% | 266 |
|
2019
Q1 | $107K | Hold |
1,932
| – | – | 0.01% | 275 |
|
2018
Q4 | $101K | Sell |
1,932
-200
| -9% | -$10.5K | 0.01% | 270 |
|
2018
Q3 | $113K | Hold |
2,132
| – | – | 0.01% | 260 |
|
2018
Q2 | $113K | Sell |
2,132
-3,324
| -61% | -$176K | 0.01% | 257 |
|
2018
Q1 | $293K | Sell |
5,456
-162
| -3% | -$8.7K | 0.04% | 168 |
|
2017
Q4 | $307K | Buy |
5,618
+3,324
| +145% | +$182K | 0.04% | 173 |
|
2017
Q3 | $126K | Hold |
2,294
| – | – | 0.02% | 259 |
|
2017
Q2 | $126K | Sell |
2,294
-300
| -12% | -$16.5K | 0.02% | 246 |
|
2017
Q1 | $141K | Hold |
2,594
| – | – | 0.02% | 243 |
|
2016
Q4 | $140K | Sell |
2,594
-184
| -7% | -$9.93K | 0.02% | 232 |
|
2016
Q3 | $155 | Sell |
2,778
-140
| -5% | -$8 | 0.02% | 226 |
|
2016
Q2 | $162K | Sell |
2,918
-10
| -0.3% | -$555 | 0.03% | 229 |
|
2016
Q1 | $161K | Buy |
+2,928
| New | +$161K | 0.03% | 230 |
|