Beaird Harris 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 Q2	$485K	Buy	9,248 +8	+0.1%	+$419	0.03%	98
2026 Q1	$486K	Buy	9,240 +5	+0.1%	+$264	0.03%	96
2025 Q4	$488K	Buy	9,235 +1,024	+12%	+$54.2K	0.03%	96
2025 Q3	$435K	Buy	8,211 +16	+0.2%	+$845	0.03%	101
2025 Q2	$432K	Buy	8,195 +8	+0.1%	+$418	0.03%	95
2025 Q1	$429K	Buy	8,187 +5	+0.1%	+$260	0.04%	89
2024 Q4	$423K	Buy	8,182 +10	+0.1%	+$520	0.04%	93
2024 Q3	$430K	Buy	8,172 +8	+0.1%	+$416	0.04%	96
2024 Q2	$418K	Buy	8,164 +7	+0.1%	+$357	0.04%	88
2024 Q1	$418K	Buy	8,157 +4	+0%	+$205	0.04%	80
2023 Q4	$418K	Buy	8,153 +9	+0.1%	+$452	0.04%	72
2023 Q3	$406K	Sell	8,144 -13	-0.2%	-$650	0.05%	66
2023 Q2	$409K	Sell	8,157 -2,144	-21%	-$108K	0.05%	64
2023 Q1	$521K	Sell	10,301 -33	-0.3%	-$1.66K	0.09%	54
2022 Q4	$515K	Buy	10,334 +5	+0%	+$248	0.1%	52
2022 Q3	$509K	Sell	10,329 -1,340	-11%	-$67.6K	0.11%	52
2022 Q2	$590K	Buy	11,669 +173	+2%	+$8.81K	0.16%	45
2022 Q1	$595K	Buy	11,496 +1	+0%	+$53	0.22%	45
2021 Q4	$619K	Buy	+11,495	New	+$622K	0.23%	57