Atlantic Edge Private Wealth Management’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	$256K	Sell	4,865 -1,200	-20%	-$63.4K	0.06%	122
2025 Q4	$321K	Sell	6,065 -35	-0.6%	-$1.85K	0.08%	111
2025 Q3	$323K	Hold	6,100	–	–	0.08%	108
2025 Q2	$322K	Hold	6,100	–	–	0.09%	110
2025 Q1	$319K	Sell	6,100 -768	-11%	-$39.9K	0.1%	105
2024 Q4	$355K	Sell	6,868 -210	-3%	-$10.9K	0.11%	101
2024 Q3	$373K	Sell	7,078 -1,105	-14%	-$57.5K	0.11%	101
2024 Q2	$419K	Sell	8,183 -1,985	-20%	-$101K	0.14%	94
2024 Q1	$521K	Sell	10,168 -13,722	-57%	-$702K	0.18%	90
2023 Q4	$1.22M	Buy	+23,890	New	+$1.2M	0.5%	51