EPG Wealth Management’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	$23.9K	Buy	449 +2	+0.4%	+$108	0.01%	255
2025 Q4	$24.1K	Buy	447 +3	+0.7%	+$162	0.01%	253
2025 Q3	$24K	Buy	444 +2	+0.5%	+$107	0.01%	254
2025 Q2	$23.6K	Buy	442 +2	+0.5%	+$104	0.01%	249
2025 Q1	$23.1K	Sell	440 -208	-32%	-$10.8K	0.01%	334
2024 Q4	$33.4K	Buy	648 +3	+0.5%	+$157	0.01%	318
2024 Q3	$34.7K	Buy	+645	New	+$34K	0.01%	318
2024 Q2	–	Sell	-879	Closed	-$44.8K	–	337
2024 Q1	$45.3K	Buy	879 +1	+0.1%	+$51	0.01%	320
2023 Q4	$44.6K	Buy	878 +3	+0.3%	+$148	0.01%	312
2023 Q3	$42.6K	Sell	875 -183	-17%	-$9.11K	0.01%	305
2023 Q2	$53.5K	Sell	1,058 -791	-43%	-$40.2K	0.02%	291
2023 Q1	$94.8K	Buy	1,849 +1,689	+1,056%	+$85.6K	0.03%	267
2022 Q4	$7.93K	Buy	160 +2	+1%	+$98	﹤0.01%	342
2022 Q3	$8K	Buy	+158	New	+$8.08K	﹤0.01%	342
2022 Q2	–	Sell	-156	Closed	-$9K	–	295
2022 Q1	$9K	Sell	156 -707	-82%	-$40.1K	﹤0.01%	356
2021 Q4	$51K	Buy	863 +7	+0.8%	+$417	0.02%	290
2021 Q3	$51K	Buy	+856	New	+$52K	0.02%	272
2020 Q2	–	Sell	-754	Closed	-$41K	–	430
2020 Q1	$41K	Buy	754 +650	+625%	+$37.5K	0.03%	307
2019 Q4	$6K	Buy	+104	New	+$6.02K	﹤0.01%	485