Shepherd Financial Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $9.43M | Buy |
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|
2023
Q2 | $9.63M | Sell |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $13.1M | Sell |
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $629K | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $446K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $231K | Buy |
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|
2018
Q3 | $209K | Sell |
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|
2018
Q2 | $206K | Sell |
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|
2018
Q1 | $467K | Buy |
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|
2017
Q4 | $458K | Sell |
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|
2017
Q3 | $868K | Buy |
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|
2017
Q2 | $605K | Buy |
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|
2017
Q1 | $435K | Buy |
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|
2016
Q4 | $261K | Buy |
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