Axxcess 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	$6.92M	Sell	131,660 -10,438	-7%	-$552K	0.22%	94
2025 Q4	$7.51M	Buy	142,098 +18,237	+15%	+$966K	0.13%	157
2025 Q3	$6.57M	Buy	123,861 +28,354	+30%	+$1.5M	0.14%	129
2025 Q2	$5.04M	Buy	95,507 +56,873	+147%	+$2.97M	0.12%	149
2025 Q1	$2.02M	Buy	38,634 +12,253	+46%	+$637K	0.06%	264
2024 Q4	$1.36M	Buy	26,381 +377	+1%	+$19.6K	0.03%	346
2024 Q3	$1.37M	Sell	26,004 -130	-0.5%	-$6.76K	0.03%	329
2024 Q2	$1.34M	Buy	26,134 +7,320	+39%	+$373K	0.04%	327
2024 Q1	$965K	Buy	+18,814	New	+$963K	0.03%	380
2023 Q4	–	Sell	-26,234	Closed	-$1.31M	–	885
2023 Q3	$1.31M	Buy	26,234 +3,341	+15%	+$167K	0.04%	268
2023 Q2	$1.15M	Buy	22,893 +14,826	+184%	+$747K	0.08%	204
2023 Q1	$408K	Buy	+8,067	New	+$405K	0.03%	413
2022 Q4	–	Sell	-4,580	Closed	-$226K	–	638
2022 Q3	$226K	Sell	4,580 -1,084	-19%	-$54.7K	0.02%	474
2022 Q2	$286K	Sell	5,664 -24,963	-82%	-$1.27M	0.03%	408
2022 Q1	$1.58M	Buy	30,627 +13,895	+83%	+$732K	0.13%	141
2021 Q4	$901K	Buy	+16,732	New	+$906K	0.07%	232