EP Wealth 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	$8.41M	Buy	157,997 +120,644	+323%	+$6.49M	0.04%	236
2025 Q4	$2.01M	Buy	+37,353	New	+$2.02M	0.01%	446
2025 Q2	$802K	Sell	15,051 -1,412	-9%	-$73.7K	0.01%	626
2025 Q1	$865K	Sell	16,463 -1,219	-7%	-$63.3K	0.01%	540
2024 Q4	$911K	Buy	+17,682	New	+$926K	0.01%	528
2024 Q3	–	Sell	-2,726	Closed	-$140K	–	1194
2024 Q2	$140K	Sell	2,726 -2,556	-48%	-$130K	﹤0.01%	795
2024 Q1	$273K	Sell	5,282 -198	-4%	-$10.2K	﹤0.01%	659
2023 Q4	$285K	Buy	+5,480	New	+$271K	﹤0.01%	629
2021 Q2	–	Sell	-5,765	Closed	-$341K	–	542
2021 Q1	$341K	Buy	5,765 +1	+0%	+$60	0.01%	386
2020 Q4	$356K	Sell	5,764 -605	-9%	-$37K	0.01%	323
2020 Q3	$387K	Buy	6,369 +2	+0%	+$122	0.02%	260
2020 Q2	$384K	Sell	6,367 -599	-9%	-$34.9K	0.02%	277
2020 Q1	$383K	Buy	6,966 +1,132	+19%	+$65.4K	0.02%	283
2019 Q4	$338K	Hold	5,834	–	–	0.01%	319
2019 Q3	$338K	Buy	5,834 +2,200	+61%	+$126K	0.02%	262
2019 Q2	$207K	Buy	+3,634	New	+$202K	0.01%	295