Ameliora 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	$23.9M	Buy	449,962 +70,370	+19%	+$3.79M	7.63%	1
2025 Q4	$20.5M	Buy	379,592 +41,827	+12%	+$2.26M	6.23%	4
2025 Q3	$18.3M	Sell	337,765 -11,460	-3%	-$613K	6.08%	5
2025 Q2	$18.6M	Buy	349,225 +5,046	+1%	+$263K	6.66%	3
2025 Q1	$18.1M	Buy	344,179 +16,974	+5%	+$882K	6.8%	4
2024 Q4	$16.9M	Sell	327,205 -265	-0.1%	-$13.9K	6.32%	3
2024 Q3	$17.6M	Buy	327,470 +123,940	+61%	+$6.54M	7.33%	3
2024 Q2	$10.4M	Buy	203,530 +12,245	+6%	+$623K	4.74%	6
2024 Q1	$9.87M	Buy	191,285 +16,970	+10%	+$872K	4.47%	5
2023 Q4	$9.06M	Buy	174,315 +90,950	+109%	+$4.5M	4.5%	6
2023 Q3	$4.06M	Buy	83,365 +30,706	+58%	+$1.53M	2.4%	10
2023 Q2	$2.66M	Sell	52,659 -2,245	-4%	-$114K	1.65%	19
2023 Q1	$2.82M	Buy	+54,904	New	+$2.78M	1.64%	16