Clearstead Advisors’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	$436K	Buy	8,199 +832	+11%	+$44.8K	﹤0.01%	749
2025 Q4	$397K	Hold	7,367	–	–	0.01%	725
2025 Q3	$398K	Buy	7,367 +7,277	+8,086%	+$389K	0.01%	699
2025 Q2	$4.8K	Hold	90	–	–	﹤0.01%	2119
2025 Q1	$4.73K	Hold	90	–	–	﹤0.01%	1763
2024 Q4	$4.64K	Sell	90 -1,159	-93%	-$60.7K	﹤0.01%	1736
2024 Q3	$67.1K	Hold	1,249	–	–	﹤0.01%	1137
2024 Q2	$64K	Hold	1,249	–	–	﹤0.01%	1105
2024 Q1	$63.4K	Buy	1,249 +971	+349%	+$49.9K	﹤0.01%	711
2023 Q4	$14.5K	Buy	278 +98	+54%	+$4.84K	﹤0.01%	994
2023 Q3	$8.76K	Buy	180 +90	+100%	+$4.48K	﹤0.01%	1135
2023 Q2	$4.55K	Hold	90	–	–	﹤0.01%	1060
2023 Q1	$4.62K	Hold	90	–	–	﹤0.01%	1032
2022 Q4	$4.46K	Hold	90	–	–	﹤0.01%	997
2022 Q3	$4K	Hold	90	–	–	﹤0.01%	1000
2022 Q2	$5K	Hold	90	–	–	﹤0.01%	1003
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	1077
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	1004
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	1024
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	882
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	869
2020 Q4	$6K	Hold	90	–	–	﹤0.01%	787
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	739
2020 Q2	$5K	Hold	90	–	–	﹤0.01%	670
2020 Q1	$5K	Buy	+90	New	+$5.2K	﹤0.01%	639