Colton Groome Financial 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	$13.1M	Buy	246,092 +18,960	+8%	+$1.02M	3.73%	6
2025 Q4	$12.2M	Buy	227,132 +22,686	+11%	+$1.23M	3.51%	5
2025 Q3	$11.1M	Buy	204,446 +19,996	+11%	+$1.07M	3.39%	5
2025 Q2	$9.83M	Buy	184,450 +23,392	+15%	+$1.22M	3.33%	5
2025 Q1	$8.45M	Buy	161,058 +67,601	+72%	+$3.51M	3.28%	6
2024 Q4	$4.81M	Buy	+93,457	New	+$4.89M	1.84%	11
2023 Q4	–	Sell	-6,475	Closed	-$315K	–	126
2023 Q3	$315K	Sell	6,475 -25	-0.4%	-$1.25K	0.16%	87
2023 Q2	$329K	Sell	6,500 -775	-11%	-$39.4K	0.15%	92
2023 Q1	$373K	Sell	7,275 -550	-7%	-$27.9K	0.18%	96
2022 Q4	$387K	Sell	7,825 -16,077	-67%	-$788K	0.19%	86
2022 Q3	$1.15M	Buy	23,902 +1,323	+6%	+$67.6K	0.59%	40
2022 Q2	$1.15M	Buy	22,579 +488	+2%	+$25.4K	0.58%	35
2022 Q1	$1.21M	Buy	22,091 +12,445	+129%	+$706K	0.56%	38
2021 Q4	$572K	Buy	9,646 +1,747	+22%	+$104K	0.23%	68
2021 Q3	$474K	Buy	7,899 +2,274	+40%	+$138K	0.21%	71
2021 Q2	$340K	Buy	5,625 +700	+14%	+$41.9K	0.16%	90
2021 Q1	$292K	Buy	+4,925	New	+$298K	0.16%	58
2020 Q1	–	Sell	-50,524	Closed	-$2.93M	–	71
2019 Q4	$2.93M	Buy	50,524 +1,181	+2%	+$68.4K	2.1%	16
2019 Q3	$2.84M	Buy	+49,343	New	+$2.84M	2.1%	18