CFM Wealth Partners’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	$435K	Hold	8,285	–	–	0.07%	113
2025 Q4	$438K	Hold	8,285	–	–	0.06%	106
2025 Q3	$439K	Buy	8,285 +1,243	+18%	+$65.6K	0.06%	105
2025 Q2	$372K	Hold	7,042	–	–	0.06%	106
2025 Q1	$369K	Hold	7,042	–	–	0.07%	109
2024 Q4	$364K	Hold	7,042	–	–	0.06%	107
2024 Q3	$371K	Hold	7,042	–	–	0.06%	112
2024 Q2	$361K	Hold	7,042	–	–	0.07%	115
2024 Q1	$361K	Sell	7,042 -1,084	-13%	-$55.5K	0.07%	121
2023 Q4	$417K	Sell	8,126 -6,000	-42%	-$301K	0.09%	122
2023 Q3	$704K	Hold	14,126	–	–	0.18%	83
2023 Q2	$709K	Hold	14,126	–	–	0.17%	93
2023 Q1	$714K	Hold	14,126	–	–	0.2%	88
2022 Q4	$704K	Hold	14,126	–	–	0.21%	86
2022 Q3	$696K	Hold	14,126	–	–	0.22%	87
2022 Q2	$714K	Hold	14,126	–	–	0.21%	89
2022 Q1	$531K	Sell	14,126 -6	-0%	-$316	0.13%	108
2021 Q4	$760K	Buy	14,132 +1,307	+10%	+$70.8K	0.17%	91
2021 Q3	$700K	Hold	12,825	–	–	0.18%	92
2021 Q2	$703K	Hold	12,825	–	–	0.19%	86
2021 Q1	$701K	Hold	12,825	–	–	0.21%	85
2020 Q4	$708K	Buy	12,825 +945	+8%	+$52K	0.23%	79
2020 Q3	$652K	Buy	11,880 +4,180	+54%	+$230K	0.24%	73
2020 Q2	$421K	Hold	7,700	–	–	0.16%	90
2020 Q1	$403K	Hold	7,700	–	–	0.19%	83
2019 Q4	$414K	Buy	+7,700	New	+$413K	0.15%	99