Advisory Research’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	$2.33M	Buy	44,418 +7,528	+20%	+$398K	0.29%	69
2025 Q4	$1.95M	Hold	36,890	–	–	0.25%	73
2025 Q3	$1.96M	Buy	36,890 +19,060	+107%	+$1.01M	0.26%	78
2025 Q2	$941K	Hold	17,830	–	–	0.14%	105
2025 Q1	$934K	Hold	17,830	–	–	0.16%	108
2024 Q4	$922K	Hold	17,830	–	–	0.15%	115
2024 Q3	$939K	Hold	17,830	–	–	0.17%	111
2024 Q2	$914K	Buy	17,830 +9,765	+121%	+$498K	0.17%	108
2024 Q1	$414K	Hold	8,065	–	–	0.08%	135
2023 Q4	$414K	Hold	8,065	–	–	0.06%	263
2023 Q3	$402K	Hold	8,065	–	–	0.06%	309
2023 Q2	$405K	Hold	8,065	–	–	0.05%	326
2023 Q1	$408K	Hold	8,065	–	–	0.07%	265
2022 Q4	$402K	Hold	8,065	–	–	0.04%	269
2022 Q3	$397K	Hold	8,065	–	–	0.04%	258
2022 Q2	$408K	Hold	8,065	–	–	0.04%	251
2022 Q1	$417K	Sell	8,065 -6,755	-46%	-$356K	0.03%	265
2021 Q4	$799K	Sell	14,820 -13,870	-48%	-$751K	0.06%	217
2021 Q3	$1.57M	Sell	28,690 -33,225	-54%	-$1.82M	0.1%	153
2021 Q2	$3.39M	Hold	61,915	–	–	0.22%	103
2021 Q1	$3.39M	Sell	61,915 -83,875	-58%	-$4.61M	0.24%	100
2020 Q4	$8.04M	Buy	145,790 +72,895	+100%	+$4.01M	0.59%	66
2020 Q3	$4M	Buy	72,895 +13,640	+23%	+$749K	0.39%	75
2020 Q2	$3.24M	Buy	+59,255	New	+$3.19M	0.29%	87
2019 Q4	–	Sell	-5,780	Closed	-$310K	–	321
2019 Q3	$310K	Hold	5,780	–	–	0.01%	289
2019 Q2	$309K	Hold	5,780	–	–	0.01%	335
2019 Q1	$305K	Hold	5,780	–	–	0.01%	325
2018 Q4	$298K	Hold	5,780	–	–	0.01%	338
2018 Q3	$300K	Hold	5,780	–	–	﹤0.01%	342
2018 Q2	$300K	Sell	5,780 -5,800	-50%	-$301K	﹤0.01%	348
2018 Q1	$601K	Buy	+11,580	New	+$602K	0.01%	297