Benjamin Edwards Inc’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	$51.6M	Buy	982,165 +443,959	+82%	+$23.5M	0.51%	43
2025 Q4	$28.5M	Buy	538,206 +38,931	+8%	+$2.06M	0.32%	90
2025 Q3	$26.5M	Buy	499,275 +461,505	+1,222%	+$24.4M	0.3%	87
2025 Q2	$1.99M	Sell	37,770 -1,158	-3%	-$60.5K	0.03%	461
2025 Q1	$2.04M	Sell	38,928 -373,295	-91%	-$19.4M	0.03%	409
2024 Q4	$21.3M	Sell	412,223 -81,084	-16%	-$4.22M	0.3%	90
2024 Q3	$26M	Buy	493,307 +454,155	+1,160%	+$23.6M	0.38%	75
2024 Q2	$2.01M	Buy	39,152 +18,759	+92%	+$957K	0.39%	68
2024 Q1	$1.05M	Buy	+20,393	New	+$1.04M	0.21%	128
2023 Q4	–	Sell	-44	Closed	-$2K	–	649
2023 Q3	$2K	Hold	44	–	–	﹤0.01%	619
2023 Q2	$2K	Hold	44	–	–	﹤0.01%	642
2023 Q1	$2K	Sell	44 -62,538	-100%	-$3.14M	﹤0.01%	663
2022 Q4	$3.12M	Buy	62,582 +61,397	+5,181%	+$3.04M	0.82%	33
2022 Q3	$58K	Sell	1,185 -14	-1%	-$707	0.02%	406
2022 Q2	$61K	Sell	1,199 -55,233	-98%	-$2.81M	0.02%	410
2022 Q1	$2.92M	Buy	56,432 +26,591	+89%	+$1.4M	0.85%	24
2021 Q4	$1.61M	Sell	29,841 -7,320	-20%	-$396K	0.52%	55
2021 Q3	$2.03M	Buy	37,161 +18,240	+96%	+$999K	1.23%	9
2021 Q2	$1.04M	Sell	18,921 -10,228	-35%	-$560K	0.71%	46
2021 Q1	$1.59M	Sell	29,149 -27,398	-48%	-$1.5M	1.21%	12
2020 Q4	$3.12M	Sell	56,547 -10,787	-16%	-$593K	2.42%	2
2020 Q3	$3.7M	Buy	67,334 +14,570	+28%	+$800K	3.05%	1
2020 Q2	$2.89M	Buy	+52,764	New	+$2.84M	2.41%	4