Grey Fox Wealth Advisors’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	$271K	Sell	5,158 -581	-10%	-$30.7K	0.05%	119
2025 Q4	$303K	Sell	5,739 -7,996	-58%	-$423K	0.06%	107
2025 Q3	$728K	Sell	13,735 -189	-1%	-$9.98K	0.15%	72
2025 Q2	$735K	Sell	13,924 -1,182	-8%	-$61.8K	0.18%	70
2025 Q1	$791K	Buy	15,106 +5	+0%	+$260	0.21%	69
2024 Q4	$781K	Sell	15,101 -147	-1%	-$7.64K	0.21%	68
2024 Q3	$803K	Sell	15,248 -554	-4%	-$28.8K	0.22%	65
2024 Q2	$810K	Sell	15,802 -22	-0.1%	-$1.12K	0.28%	56
2024 Q1	$811K	Sell	15,824 -80	-0.5%	-$4.09K	0.31%	54
2023 Q4	$815K	Sell	15,904 -2,507	-14%	-$126K	0.35%	49
2023 Q3	$917K	Buy	18,411 +5,108	+38%	+$256K	0.46%	46
2023 Q2	$667K	Buy	13,303 +2,577	+24%	+$130K	0.34%	51
2023 Q1	$542K	Sell	10,726 -1,809	-14%	-$90.8K	0.32%	53
2022 Q4	$624K	Buy	+12,535	New	+$621K	0.41%	44