Bourgeon Capital 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	$655K	Hold	12,300	–	–	0.11%	66
2025 Q4	$663K	Buy	12,300 +90	+0.7%	+$4.87K	0.11%	75
2025 Q3	$660K	Hold	12,210	–	–	0.12%	68
2025 Q2	$651K	Buy	12,210 +2,355	+24%	+$123K	0.13%	66
2025 Q1	$518K	Buy	9,855 +1,881	+24%	+$97.7K	0.11%	79
2024 Q4	$411K	Buy	7,974 +1,722	+28%	+$90.2K	0.08%	98
2024 Q3	$336K	Buy	+6,252	New	+$330K	0.06%	92
2024 Q1	–	Sell	-130	Closed	-$6.76K	–	224
2023 Q4	$6.76K	Sell	130 -1,340	-91%	-$66.2K	﹤0.01%	256
2023 Q3	$71.5K	Hold	1,470	–	–	0.02%	130
2023 Q2	$74.3K	Hold	1,470	–	–	0.02%	135
2023 Q1	$75.4K	Hold	1,470	–	–	0.02%	129
2022 Q4	$72.8K	Hold	1,470	–	–	0.02%	135
2022 Q3	$71K	Hold	1,470	–	–	0.02%	125
2022 Q2	$75K	Hold	1,470	–	–	0.02%	123
2022 Q1	$81K	Hold	1,470	–	–	0.02%	128
2021 Q4	$87K	Hold	1,470	–	–	0.02%	128
2021 Q3	$88K	Hold	1,470	–	–	0.02%	132
2021 Q2	$89K	Hold	1,470	–	–	0.02%	136
2021 Q1	$87K	Hold	1,470	–	–	0.02%	137
2020 Q4	$91K	Hold	1,470	–	–	0.02%	123
2020 Q3	$89K	Hold	1,470	–	–	0.03%	116
2020 Q2	$89K	Hold	1,470	–	–	0.03%	95
2020 Q1	$81K	Hold	1,470	–	–	0.04%	87
2019 Q4	$85K	Hold	1,470	–	–	0.04%	96
2019 Q3	$85K	Buy	+1,470	New	+$84.5K	0.05%	92