Guidance Point 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	$614K	Buy	11,676 +5,491	+89%	+$290K	0.15%	48
2025 Q4	$327K	Buy	+6,185	New	+$327K	0.08%	72
2023 Q2	–	Sell	-6,593	Closed	-$333K	–	78
2023 Q1	$333K	Sell	6,593 -3,218	-33%	-$162K	0.13%	59
2022 Q4	$489K	Sell	9,811 -21,656	-69%	-$1.07M	0.21%	49
2022 Q3	$1.55M	Sell	31,467 -4,001	-11%	-$202K	0.71%	33
2022 Q2	$1.79M	Buy	35,468 +2,862	+9%	+$146K	0.77%	32
2022 Q1	$1.69M	Buy	32,606 +2,362	+8%	+$125K	0.64%	35
2021 Q4	$1.63M	Buy	30,244 +5,692	+23%	+$308K	0.59%	31
2021 Q3	$1.34M	Buy	24,552 +69	+0.3%	+$3.78K	0.49%	33
2021 Q2	$1.34M	Buy	24,483 +78	+0.3%	+$4.27K	0.52%	33
2021 Q1	$1.33M	Buy	24,405 +2,707	+12%	+$149K	0.55%	33
2020 Q4	$1.2M	Buy	+21,698	New	+$1.19M	0.55%	34