Cyndeo 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	$550K	Buy	10,461 +2,688	+35%	+$142K	0.03%	311
2025 Q4	$411K	Hold	7,773	–	–	0.02%	353
2025 Q3	$412K	Buy	7,773 +1	+0%	+$53	0.02%	335
2025 Q2	$410K	Hold	7,772	–	–	0.02%	328
2025 Q1	$407K	Sell	7,772 -970	-11%	-$50.4K	0.03%	322
2024 Q4	$452K	Hold	8,742	–	–	0.03%	309
2024 Q3	$460K	Sell	8,742 -147	-2%	-$7.65K	0.03%	310
2024 Q2	$455K	Buy	8,889 +1,117	+14%	+$57K	0.04%	292
2024 Q1	$399K	Sell	7,772 -2,974	-28%	-$152K	0.03%	289
2023 Q4	$551K	Sell	10,746 -147	-1%	-$7.38K	0.05%	240
2023 Q3	$543K	Buy	+10,893	New	+$545K	0.06%	216