Forza 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	$2.34M	Sell	43,900 -100	-0.2%	-$5.38K	0.81%	38
2025 Q4	$2.37M	Hold	44,000	–	–	0.86%	35
2025 Q3	$2.38M	Buy	44,000 +125	+0.3%	+$6.69K	0.91%	35
2025 Q2	$2.34M	Sell	43,875 -2,100	-5%	-$110K	0.96%	33
2025 Q1	$2.41M	Sell	45,975 -170	-0.4%	-$8.83K	1.09%	27
2024 Q4	$2.38M	Sell	46,145 -1,320	-3%	-$69.1K	1.08%	26
2024 Q3	$2.55M	Sell	47,465 -4,750	-9%	-$250K	1.17%	26
2024 Q2	$2.68M	Hold	52,215	–	–	1.38%	21
2024 Q1	$2.69M	Sell	52,215 -1,970	-4%	-$101K	1.4%	18
2023 Q4	$2.82M	Sell	54,185 -12,910	-19%	-$638K	1.55%	16
2023 Q3	$3.26M	Buy	67,095 +820	+1%	+$40.8K	1.68%	10
2023 Q2	$3.35M	Sell	66,275 -920	-1%	-$46.8K	1.69%	9
2023 Q1	$3.45M	Hold	67,195	–	–	1.77%	9
2022 Q4	$3.33M	Buy	+67,195	New	+$3.29M	2.21%	9