Fonville Wealth Management’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	$730K	Sell	13,893 -807	-5%	-$42.7K	0.14%	72
2025 Q4	$777K	Sell	14,700 -23	-0.2%	-$1.22K	0.16%	74
2025 Q3	$781K	Sell	14,723 -128	-0.9%	-$6.76K	0.18%	72
2025 Q2	$784K	Sell	14,851 -147	-1%	-$7.68K	0.2%	65
2025 Q1	$787K	Sell	14,998 -2,137	-12%	-$111K	0.23%	62
2024 Q4	$886K	Sell	17,135 -26	-0.2%	-$1.35K	0.29%	57
2024 Q3	$904K	Sell	17,161 -350	-2%	-$18.2K	0.31%	57
2024 Q2	$897K	Sell	17,511 -64	-0.4%	-$3.27K	0.36%	55
2024 Q1	$901K	Buy	17,575 +1,408	+9%	+$72K	0.4%	55
2023 Q4	$829K	Buy	+16,167	New	+$812K	0.44%	55