EverSource Wealth Advisors’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	$1.15M	Buy	21,931 +5,548	+34%	+$293K	0.04%	347
2025 Q4	$866K	Sell	16,383 -857	-5%	-$45.4K	0.03%	379
2025 Q3	$914K	Buy	17,240 +10,307	+149%	+$544K	0.04%	332
2025 Q2	$366K	Sell	6,933 -1,534	-18%	-$80.1K	0.02%	576
2025 Q1	$443K	Sell	8,467 -1	-0%	-$52	0.02%	407
2024 Q4	$438K	Sell	8,468 -860	-9%	-$44.7K	0.02%	402
2024 Q3	$491K	Sell	9,328 -1,351	-13%	-$70.3K	0.03%	328
2024 Q2	$554K	Buy	10,679 +2,285	+27%	+$117K	0.04%	292
2024 Q1	$426K	Buy	8,394 +1,725	+26%	+$88.3K	0.03%	301
2023 Q4	$342K	Buy	6,669 +6,654	+44,360%	+$334K	0.03%	313
2023 Q3	$747	Hold	15	–	–	﹤0.01%	2315
2023 Q2	$753	Buy	+15	New	+$756	﹤0.01%	2284
2023 Q1	–	Sell	-27	Closed	-$1.34K	–	2459
2022 Q4	$1.34K	Buy	+27	New	+$1.34K	﹤0.01%	2023
2022 Q1	–	Sell	-347	Closed	-$19K	–	1775
2021 Q4	$19K	Buy	+347	New	+$18.8K	0.01%	709