Exencial Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Exencial Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$409K	Buy
2025 Q2	$407K	Sell
2025 Q1	$722K	Buy
2024 Q4	$654K	Sell
2024 Q3	$669K	Buy
2024 Q2	$363K	Buy
2024 Q1	$301K	Sell
2023 Q4	$387K	Buy