GEN Financial Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Hold	6,949	–	–	0.3%	34
2025 Q1	$364K	Sell	6,949 -17,285	-71%	-$905K	0.25%	33
2024 Q4	$1.25M	Buy	+24,234	New	+$1.25M	0.81%	13