Arkadios Wealth 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	$1.91M	Buy	36,248 +42	+0.1%	+$2.22K	0.03%	528
2025 Q4	$1.91M	Sell	36,206 -386	-1%	-$20.4K	0.04%	463
2025 Q3	$1.94M	Buy	36,592 +28	+0.1%	+$1.48K	0.05%	408
2025 Q2	$1.93M	Buy	36,564 +993	+3%	+$51.9K	0.06%	359
2025 Q1	$1.86M	Buy	35,571 +7,675	+28%	+$399K	0.07%	301
2024 Q4	$1.44M	Buy	27,896 +8	+0%	+$416	0.08%	248
2024 Q3	$1.47M	Buy	27,888 +917	+3%	+$47.7K	0.08%	238
2024 Q2	$1.38M	Buy	26,971 +5,748	+27%	+$293K	0.09%	222
2024 Q1	$1.09M	Buy	21,223 +1,643	+8%	+$84.1K	0.08%	223
2023 Q4	$1M	Buy	19,580 +4,064	+26%	+$204K	0.08%	222
2023 Q3	$773K	Buy	15,516 +3,576	+30%	+$179K	0.07%	256
2023 Q2	$599K	Buy	11,940 +3,563	+43%	+$179K	0.07%	266
2023 Q1	$423K	Buy	+8,377	New	+$421K	0.05%	344
2022 Q3	–	Sell	-5,438	Closed	-$275K	–	554
2022 Q2	$275K	Sell	5,438 -6,280	-54%	-$320K	0.04%	415
2022 Q1	$606K	Sell	11,718 -5,670	-33%	-$299K	0.08%	269
2021 Q4	$937K	Sell	17,388 -3,161	-15%	-$171K	0.13%	197
2021 Q3	$1.12M	Sell	20,549 -22,392	-52%	-$1.23M	0.16%	144
2021 Q2	$2.35M	Sell	42,941 -41,625	-49%	-$2.28M	0.29%	95
2021 Q1	$4.62M	Sell	84,566 -1,435	-2%	-$78.8K	0.76%	28
2020 Q4	$4.74M	Buy	86,001 +83,962	+4,118%	+$4.62M	1%	22
2020 Q3	$112K	Buy	2,039 +575	+39%	+$31.6K	0.06%	267
2020 Q2	$80.2K	Buy	1,464 +1,407	+2,468%	+$75.8K	0.04%	292
2020 Q1	$2.98K	Hold	57	–	–	﹤0.01%	870
2019 Q4	$3.07K	Buy	+57	New	+$3.06K	﹤0.01%	768