Adams Wealth Management’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
2026 Q1	$367K	Sell	6,892 -1,942	-22%	-$105K	0.08%	110
2025 Q4	$476K	Sell	8,834 -3,889	-31%	-$210K	0.1%	96
2025 Q3	$688K	Sell	12,723 -222	-2%	-$11.9K	0.15%	78
2025 Q2	$690K	Sell	12,945 -985	-7%	-$51.4K	0.13%	78
2025 Q1	$732K	Sell	13,930 -923	-6%	-$47.9K	0.14%	83
2024 Q4	$765K	Sell	14,853 -2,773	-16%	-$145K	0.15%	73
2024 Q3	$947K	Sell	17,626 -588	-3%	-$31K	0.2%	60
2024 Q2	$934K	Sell	18,214 -3,377	-16%	-$172K	0.22%	57
2024 Q1	$1.11M	Buy	21,591 +894	+4%	+$45.9K	0.27%	55
2023 Q4	$1.08M	Buy	20,697 +13,217	+177%	+$653K	0.32%	52
2023 Q3	$364K	Sell	7,480 -5,067	-40%	-$252K	0.12%	76
2023 Q2	$635K	Buy	12,547 +3,382	+37%	+$172K	0.2%	74
2023 Q1	$470K	Sell	9,165 -5,844	-39%	-$296K	0.15%	82
2022 Q4	$743K	Buy	15,009 +1,180	+9%	+$57.8K	0.26%	60
2022 Q3	$668K	Sell	13,829 -692	-5%	-$35.4K	0.25%	45
2022 Q2	$741K	Sell	14,521 -3,769	-21%	-$196K	0.28%	31
2022 Q1	$1M	Buy	18,290 +773	+4%	+$43.8K	0.33%	22
2021 Q4	$1.04M	Buy	+17,517	New	+$1.04M	0.33%	25