D.B. Root & Company’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	–	Sell	-5,180	Closed	-$274K	–	201
2025 Q4	$274K	Sell	5,180 -3,525	-40%	-$187K	0.07%	162
2025 Q3	$462K	Buy	8,705 +765	+10%	+$40.4K	0.12%	116
2025 Q2	$419K	Buy	7,940 +350	+5%	+$18.3K	0.12%	120
2025 Q1	$397K	Hold	7,590	–	–	0.13%	115
2024 Q4	$392K	Buy	7,590 +600	+9%	+$31.2K	0.12%	118
2024 Q3	$368K	Sell	6,990 -200	-3%	-$10.4K	0.12%	122
2024 Q2	$368K	Buy	+7,190	New	+$367K	0.13%	139
2018 Q4	–	Sell	-14,394	Closed	-$746K	–	200
2018 Q3	$746K	Sell	14,394 -190	-1%	-$9.85K	0.33%	98
2018 Q2	$756K	Buy	+14,584	New	+$756K	0.36%	97