H&H Retirement Design & 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	$5.73M	Sell	107,937 -469	-0.4%	-$25.2K	2.79%	14
2025 Q4	$5.83M	Buy	108,406 +3,987	+4%	+$216K	2.96%	12
2025 Q3	$5.63M	Sell	104,419 -4,569	-4%	-$244K	2.99%	11
2025 Q2	$5.78M	Buy	108,988 +10,062	+10%	+$525K	3.17%	9
2025 Q1	$5.1M	Sell	98,926 -3,160	-3%	-$164K	3.39%	7
2024 Q4	$5.32M	Sell	102,086 -680	-0.7%	-$35.6K	3.23%	8
2024 Q3	$5.45M	Buy	102,766 +5,413	+6%	+$285K	3.21%	8
2024 Q2	$5.04M	Buy	97,353 +121	+0.1%	+$6.16K	3.11%	6
2024 Q1	$4.89M	Sell	97,232 -23,016	-19%	-$1.18M	3.23%	6
2023 Q4	$6.16M	Sell	120,248 -38,451	-24%	-$1.9M	3.88%	6
2023 Q3	$7.68M	Buy	158,699 +1,644	+1%	+$81.9K	5.31%	6
2023 Q2	$7.98M	Sell	157,055 -9,359	-6%	-$476K	5.3%	6
2023 Q1	$8.56M	Buy	+166,414	New	+$8.43M	5.45%	6