Concord 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	$252K	Sell	4,794 -172	-3%	-$9.09K	0.03%	181
2025 Q4	$263K	Sell	4,966 -294	-6%	-$15.6K	0.03%	171
2025 Q3	$279K	Sell	5,260 -89	-2%	-$4.7K	0.04%	168
2025 Q2	$282K	Buy	5,349 +605	+13%	+$31.6K	0.04%	173
2025 Q1	$248K	Buy	4,744 +32	+0.7%	+$1.66K	0.04%	178
2024 Q4	$244K	Buy	4,712 +92	+2%	+$4.78K	0.04%	189
2024 Q3	$243K	Buy	4,620 +643	+16%	+$33.5K	0.04%	191
2024 Q2	$204K	Sell	3,977 -7	-0.2%	-$357	0.04%	193
2024 Q1	$204K	Buy	3,984 +1,955	+96%	+$100K	0.04%	207
2023 Q4	$104K	Sell	2,029 -32	-2%	-$1.61K	0.02%	272
2023 Q3	$103K	Buy	2,061 +1,776	+623%	+$88.9K	0.02%	277
2023 Q2	$14.3K	Sell	285 -63	-18%	-$3.17K	﹤0.01%	553
2023 Q1	$17.6K	Hold	348	–	–	0.01%	504
2022 Q4	$17.3K	Buy	+348	New	+$17.2K	0.01%	545
2022 Q3	–	Sell	-398	Closed	-$20K	–	609
2022 Q2	$20K	Hold	398	–	–	0.01%	542
2022 Q1	$21K	Sell	398 -42	-10%	-$2.21K	0.01%	620
2021 Q4	$24K	Buy	+440	New	+$23.8K	0.01%	602
2021 Q1	–	Sell	-999	Closed	-$55K	–	1027
2020 Q4	$55K	Buy	+999	New	+$54.9K	0.04%	194