GDS 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	$23.8M	Buy	446,969 +18,681	+4%	+$1.01M	1.43%	24
2025 Q4	$23.1M	Sell	428,288 -14,621	-3%	-$790K	1.44%	21
2025 Q3	$24M	Buy	442,909 +18,048	+4%	+$965K	1.58%	19
2025 Q2	$22.6M	Buy	424,861 +18,464	+5%	+$964K	1.65%	15
2025 Q1	$21.3M	Buy	406,397 +43,669	+12%	+$2.27M	1.82%	13
2024 Q4	$18.7M	Buy	362,728 +40,333	+13%	+$2.11M	1.7%	20
2024 Q3	$17.3M	Buy	322,395 +318,383	+7,936%	+$16.8M	1.69%	20
2024 Q2	$206K	Buy	4,012 +2	+0%	+$102	0.02%	134
2024 Q1	$207K	Sell	4,010 -296	-7%	-$15.2K	0.02%	132
2023 Q4	$224K	Sell	4,306 -287	-6%	-$14.2K	0.03%	121
2023 Q3	$223K	Sell	4,593 -27	-0.6%	-$1.34K	0.04%	112
2023 Q2	$234K	Sell	4,620 -226	-5%	-$11.5K	0.04%	113
2023 Q1	$249K	Sell	4,846 -845	-15%	-$42.8K	0.04%	102
2022 Q4	$282K	Sell	5,691 -528	-8%	-$25.9K	0.05%	101
2022 Q3	$300K	Buy	6,219 +110	+2%	+$5.62K	0.07%	91
2022 Q2	$312K	Buy	6,109 +446	+8%	+$23.3K	0.07%	91
2022 Q1	$300K	Buy	5,663 +541	+11%	+$30.7K	0.07%	94
2021 Q4	$304K	Buy	+5,122	New	+$305K	0.07%	92