Cornerstone Planning Group’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	$66.5K	Buy	1,271 +901	+244%	+$47.6K	0.01%	330
2025 Q4	$19.6K	Buy	+370	New	+$19.6K	﹤0.01%	593
2025 Q3	–	Sell	-38	Closed	-$2.03K	–	1728
2025 Q2	$2.03K	Hold	38	–	–	﹤0.01%	945
2025 Q1	$1.98K	Hold	38	–	–	﹤0.01%	989
2024 Q4	$1.96K	Buy	38 +1	+3%	+$52	﹤0.01%	799
2024 Q3	$1.94K	Sell	37 -655	-95%	-$34.1K	﹤0.01%	781
2024 Q2	$36K	Buy	692 +6	+0.9%	+$306	0.01%	238
2024 Q1	$34.9K	Buy	686 +3	+0.4%	+$154	0.01%	214
2023 Q4	$35K	Sell	683 -1,791	-72%	-$89.9K	0.01%	231
2023 Q3	$123K	Sell	2,474 -60	-2%	-$3K	0.05%	105
2023 Q2	$127K	Buy	+2,534	New	+$128K	0.05%	114
2022 Q4	$131K	Buy	+2,585	New	+$128K	0.05%	128