Avidian Wealth Enterprises’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	$2.9M	Buy	55,189 +16,493	+43%	+$872K	0.09%	142
2025 Q4	$2.05M	Sell	38,696 -801	-2%	-$42.4K	0.07%	139
2025 Q3	$2.09M	Sell	39,497 -2,368	-6%	-$125K	0.08%	136
2025 Q2	$2.21M	Sell	41,865 -1,270	-3%	-$66.3K	0.09%	118
2025 Q1	$2.26M	Sell	43,135 -1,947	-4%	-$101K	0.1%	111
2024 Q4	$2.33M	Sell	45,082 -1,331	-3%	-$69.2K	0.1%	109
2024 Q3	$2.44M	Sell	46,413 -4,847	-9%	-$252K	0.11%	99
2024 Q2	$2.63M	Sell	51,260 -3,872	-7%	-$198K	0.13%	101
2024 Q1	$2.83M	Buy	55,132 +481	+0.9%	+$24.6K	0.15%	85
2023 Q4	$2.8M	Sell	54,651 -45,155	-45%	-$2.27M	0.17%	85
2023 Q3	$4.97M	Buy	99,806 +852	+0.9%	+$42.6K	0.35%	62
2023 Q2	$4.96M	Sell	98,954 -59,116	-37%	-$2.98M	0.33%	68
2023 Q1	$7.99M	Buy	+158,070	New	+$7.94M	0.44%	55
2022 Q1	–	Sell	-6,950	Closed	-$374K	–	540
2021 Q4	$374K	Sell	6,950 -15,124	-69%	-$819K	0.02%	357
2021 Q3	$1.21M	Sell	22,074 -18,727	-46%	-$1.03M	0.09%	119
2021 Q2	$2.24M	Buy	40,801 +986	+2%	+$54K	0.17%	90
2021 Q1	$2.18M	Buy	39,815 +7,700	+24%	+$423K	0.19%	83
2020 Q4	$1.77M	Buy	32,115 +1,317	+4%	+$72.4K	0.17%	84
2020 Q3	$1.69M	Buy	30,798 +2,947	+11%	+$162K	0.19%	77
2020 Q2	$1.52M	Buy	+27,851	New	+$1.5M	0.21%	73