Bernardo Wealth Planning’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	$13.9M	Buy	265,346 +7,612	+3%	+$402K	2.73%	14
2025 Q4	$13.6M	Buy	257,734 +8,977	+4%	+$475K	2.6%	14
2025 Q3	$13.2M	Buy	248,757 +20,662	+9%	+$1.09M	2.59%	14
2025 Q2	$12M	Buy	228,095 +4,700	+2%	+$246K	2.61%	12
2025 Q1	$11.7M	Buy	223,395 +4,772	+2%	+$248K	2.8%	12
2024 Q4	$11.3M	Buy	218,623 +40,333	+23%	+$2.1M	2.7%	12
2024 Q3	$9.32M	Buy	178,290 +16,086	+10%	+$837K	2.26%	14
2024 Q2	$8.31M	Buy	162,204 +28,273	+21%	+$1.44M	2.24%	14
2024 Q1	$6.87M	Buy	133,931 +14,813	+12%	+$758K	1.91%	13
2023 Q4	$6.11M	Buy	119,118 +21,090	+22%	+$1.06M	1.93%	14
2023 Q3	$4.88M	Buy	98,028 +4,183	+4%	+$209K	1.93%	14
2023 Q2	$4.71M	Buy	93,845 +14,023	+18%	+$706K	1.88%	14
2023 Q1	$4.03M	Buy	79,822 +2,289	+3%	+$115K	1.73%	14
2022 Q4	$3.86M	Buy	77,533 +50,828	+190%	+$2.52M	1.81%	15
2022 Q3	$1.3M	Sell	26,705 -2,305	-8%	-$116K	0.74%	25
2022 Q2	$1.47M	Sell	29,010 -2,206	-7%	-$112K	0.84%	24
2022 Q1	$1.61M	Sell	31,216 -82,776	-73%	-$4.36M	0.8%	24
2021 Q4	$6.14M	Sell	113,992 -26,472	-19%	-$1.43M	3%	12
2021 Q3	$7.67M	Buy	140,464 +2,245	+2%	+$123K	4.46%	6
2021 Q2	$7.58M	Buy	138,219 +48,397	+54%	+$2.65M	4.55%	7
2021 Q1	$4.91M	Buy	89,822 +1,663	+2%	+$91.3K	3.12%	9
2020 Q4	$4.86M	Buy	88,159 +26,908	+44%	+$1.48M	1.88%	12
2020 Q3	$3.36M	Buy	61,251 +17,063	+39%	+$937K	1.51%	14
2020 Q2	$2.42M	Buy	+44,188	New	+$2.38M	1.3%	16