Anchor Capital 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	$17.3M	Buy	328,624 +8,437	+3%	+$446K	0.49%	74
2025 Q4	$16.9M	Sell	320,187 -4,717	-1%	-$250K	0.49%	70
2025 Q3	$17.2M	Sell	324,904 -3,721	-1%	-$196K	0.5%	69
2025 Q2	$17.3M	Sell	328,625 -8,293	-2%	-$433K	0.51%	69
2025 Q1	$17.6M	Sell	336,918 -41	-0%	-$2.13K	0.53%	70
2024 Q4	$17.4M	Sell	336,959 -1,352	-0.4%	-$70.3K	0.5%	71
2024 Q3	$17.8M	Sell	338,311 -4,044	-1%	-$210K	0.47%	76
2024 Q2	$17.5M	Sell	342,355 -1,917	-0.6%	-$97.8K	0.49%	71
2024 Q1	$17.7M	Sell	344,272 -60,489	-15%	-$3.1M	0.46%	73
2023 Q4	$20.8M	Buy	404,761 +138,783	+52%	+$6.97M	0.55%	60
2023 Q3	$13.3M	Sell	265,978 -12,945	-5%	-$648K	0.37%	81
2023 Q2	$14M	Sell	278,923 -9,409	-3%	-$474K	0.36%	86
2023 Q1	$14.6M	Buy	+288,332	New	+$14.5M	0.39%	78