1900 Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,915	Closed	-$243K	–	219
2024 Q4	$243K	Sell	4,915 -3,814	-44%	-$196K	0.02%	203
2024 Q3	$468K	Sell	8,729 -561	-6%	-$29.3K	0.04%	150
2024 Q2	$465K	Sell	9,290 -3,854	-29%	-$193K	0.04%	154
2024 Q1	$677K	Sell	13,144 -12,222	-48%	-$627K	0.06%	132
2023 Q4	$1.34M	Sell	25,366 -20,844	-45%	-$1.01M	0.12%	116
2023 Q3	$2.18M	Sell	46,210 -11,677	-20%	-$579K	0.22%	88
2023 Q2	$2.98M	Sell	57,887 -43,632	-43%	-$2.24M	0.31%	67
2023 Q1	$5.1M	Sell	101,519 -24,398	-19%	-$1.27M	0.55%	48
2022 Q4	$6.27M	Sell	125,917 -1,649	-1%	-$81.3K	0.68%	39
2022 Q3	$6.15M	Buy	127,566 +75,604	+145%	+$4.03M	0.72%	34
2022 Q2	$2.77M	Sell	51,962 -38,434	-43%	-$2.13M	0.3%	63
2022 Q1	$5.55M	Sell	90,396 -46,615	-34%	-$2.98M	0.53%	49
2021 Q4	$9.53M	Buy	137,011 +73,526	+116%	+$5.14M	0.86%	28
2021 Q3	$4.4M	Buy	63,485 +7,393	+13%	+$525K	0.43%	54
2021 Q2	$3.94M	Sell	56,092 -16,855	-23%	-$1.15M	0.38%	57
2021 Q1	$4.86K	Buy	72,947 +44,288	+155%	+$3.05M	0.37%	42
2020 Q4	$2.09M	Buy	+28,659	New	+$2.05M	0.24%	62