Acorn Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$562K	Sell	10,688 -2,274	-18%	-$120K	0.16%	123
2025 Q4	$685K	Sell	12,962 -375	-3%	-$19.9K	0.2%	108
2025 Q3	$707K	Buy	13,337 +682	+5%	+$36K	0.22%	102
2025 Q2	$668K	Sell	12,655 -1,585	-11%	-$82.8K	0.25%	88
2025 Q1	$746K	Sell	14,240 -72	-0.5%	-$3.74K	0.31%	75
2024 Q4	$740K	Sell	14,312 -102	-0.7%	-$5.3K	0.31%	74
2024 Q3	$759K	Buy	14,414 +685	+5%	+$35.6K	0.33%	67
2024 Q2	$703K	Buy	13,729 +17	+0.1%	+$867	0.35%	65
2024 Q1	$703K	Buy	13,712 +192	+1%	+$9.82K	0.37%	66
2023 Q4	$693K	Buy	13,520 +377	+3%	+$18.9K	0.41%	57
2023 Q3	$655K	Buy	13,143 +3,231	+33%	+$162K	0.44%	52
2023 Q2	$497K	Buy	9,912 +1,908	+24%	+$96.1K	0.34%	74
2023 Q1	$405K	Buy	8,004 +3,727	+87%	+$187K	0.3%	84
2022 Q4	$213K	Buy	+4,277	New	+$212K	0.16%	146
2018 Q3	–	Sell	-1,160	Closed	-$60K	–	273
2018 Q2	$60K	Buy	1,160 +2	+0.2%	+$104	0.05%	245
2018 Q1	$60K	Buy	1,158 +2	+0.2%	+$104	0.05%	233
2017 Q4	$60K	Buy	+1,156	New	+$60.6K	0.05%	234