Axxcess Wealth Management’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	$627K	Buy	11,785 +319	+3%	+$17.2K	0.02%	279
2025 Q4	$618K	Buy	11,466 +1,485	+15%	+$80.3K	0.01%	636
2025 Q3	$540K	Sell	9,981 -181	-2%	-$9.68K	0.01%	600
2025 Q2	$542K	Buy	10,162 +368	+4%	+$19.2K	0.01%	572
2025 Q1	$514K	Buy	9,794 +5,311	+118%	+$276K	0.01%	544
2024 Q4	$231K	Buy	+4,483	New	+$235K	0.01%	762
2024 Q2	–	Sell	-19,914	Closed	-$1.03M	–	902
2024 Q1	$1.03M	Sell	19,914 -15,173	-43%	-$780K	0.03%	366
2023 Q4	$1.82M	Sell	35,087 -1,238	-3%	-$61.2K	0.05%	260
2023 Q3	$1.77M	Sell	36,325 -812	-2%	-$40.4K	0.06%	225
2023 Q2	$1.88M	Sell	37,137 -9,768	-21%	-$496K	0.14%	143
2023 Q1	$2.41M	Buy	46,905 +2,841	+6%	+$144K	0.19%	117
2022 Q4	$2.18M	Buy	44,064 +36,741	+502%	+$1.8M	0.18%	115
2022 Q3	$354K	Sell	7,323 -597	-8%	-$30.5K	0.04%	372
2022 Q2	$404K	Buy	7,920 +270	+4%	+$14.1K	0.04%	347
2022 Q1	$420K	Buy	7,650 +2,125	+38%	+$120K	0.03%	395
2021 Q4	$327K	Buy	+5,525	New	+$329K	0.02%	453