Golden State 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	$463K	Sell	8,807 -1,929	-18%	-$102K	0.05%	259
2025 Q4	$568K	Buy	10,736 +3,411	+47%	+$181K	0.06%	229
2025 Q3	$388K	Sell	7,325 -886	-11%	-$46.8K	0.04%	284
2025 Q2	$433K	Sell	8,211 -1,570	-16%	-$82K	0.05%	258
2025 Q1	$512K	Sell	9,781 -671	-6%	-$34.9K	0.08%	201
2024 Q4	$540K	Buy	+10,452	New	+$543K	0.08%	189
2022 Q1	–	Sell	-9,402	Closed	-$507K	–	333
2021 Q4	$507K	Buy	9,402 +2,646	+39%	+$143K	0.09%	203
2021 Q3	$369K	Buy	6,756 +1,217	+22%	+$66.7K	0.08%	201
2021 Q2	$304K	Buy	5,539 +1,601	+41%	+$87.7K	0.07%	223
2021 Q1	$215K	Sell	3,938 -2,736	-41%	-$150K	0.07%	189
2020 Q4	$368K	Buy	6,674 +2,791	+72%	+$153K	0.11%	150
2020 Q3	$213K	Sell	3,883 -2,637	-40%	-$145K	0.07%	186
2020 Q2	$357K	Buy	6,520 +5,862	+891%	+$316K	0.11%	117
2020 Q1	$34K	Buy	+658	New	+$35K	0.02%	421
2019 Q4	–	Sell	-658	Closed	-$35K	–	470
2019 Q3	$35K	Buy	658 +280	+74%	+$15K	0.01%	508
2019 Q2	$20K	Hold	378	–	–	0.01%	616
2019 Q1	$20K	Buy	+378	New	+$19.7K	0.01%	627