Arkadios Wealth Advisors’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	$1.12M	Sell	21,029 -25,244	-55%	-$1.36M	0.02%	738
2025 Q4	$2.49M	Sell	46,273 -21,498	-32%	-$1.16M	0.05%	387
2025 Q3	$3.67M	Buy	67,771 +58,843	+659%	+$3.15M	0.09%	242
2025 Q2	$476K	Buy	8,928 +595	+7%	+$31.1K	0.01%	864
2025 Q1	$438K	Sell	8,333 -212	-2%	-$11K	0.02%	752
2024 Q4	$440K	Sell	8,545 -966	-10%	-$50.6K	0.02%	594
2024 Q3	$511K	Buy	9,511 +1,019	+12%	+$53.7K	0.03%	532
2024 Q2	$435K	Buy	8,492 +4,101	+93%	+$209K	0.03%	503
2024 Q1	$227K	Buy	4,391 +108	+3%	+$5.55K	0.02%	622
2023 Q4	$223K	Sell	4,283 -970	-18%	-$48K	0.02%	619
2023 Q3	$256K	Buy	+5,253	New	+$262K	0.02%	545
2023 Q2	–	Sell	-4,117	Closed	-$211K	–	631
2023 Q1	$211K	Buy	+4,117	New	+$209K	0.03%	555
2021 Q3	–	Sell	-518	Closed	-$31K	–	1951
2021 Q2	$31K	Buy	518 +3	+0.6%	+$180	﹤0.01%	1112
2021 Q1	$30K	Buy	515 +2	+0.4%	+$121	﹤0.01%	844
2020 Q4	$31K	Buy	+513	New	+$31.4K	0.01%	649
2020 Q2	–	Sell	-289	Closed	-$15.9K	–	1043
2020 Q1	$15.9K	Buy	289 +8	+3%	+$462	0.01%	535
2019 Q4	$16.6K	Buy	+281	New	+$16.3K	0.01%	495