Herold Advisors’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	$5.15M	Buy	96,818 +14,524	+18%	+$782K	1.13%	19
2025 Q4	$4.43M	Buy	82,294 +33,967	+70%	+$1.84M	0.99%	21
2025 Q3	$2.61M	Sell	48,327 -999	-2%	-$53.4K	0.61%	49
2025 Q2	$2.63M	Buy	49,326 +6,964	+16%	+$363K	0.55%	50
2025 Q1	$2.22M	Buy	42,362 +22,276	+111%	+$1.16M	0.49%	60
2024 Q4	$1.03M	Buy	20,086 +3,873	+24%	+$203K	0.23%	116
2024 Q3	$871K	Buy	16,213 +2,404	+17%	+$127K	0.19%	143
2024 Q2	$708K	Buy	13,809 +1,249	+10%	+$63.6K	0.16%	149
2024 Q1	$648K	Sell	12,560 -1,842	-13%	-$94.7K	0.16%	152
2023 Q4	$749K	Buy	14,402 +2,692	+23%	+$133K	0.21%	128
2023 Q3	$570K	Buy	11,710 +2,669	+30%	+$133K	0.17%	142
2023 Q2	$457K	Buy	9,041 +4,821	+114%	+$245K	0.14%	162
2023 Q1	$216K	Buy	+4,220	New	+$214K	0.07%	213
2022 Q4	–	Sell	-4,678	Closed	-$225K	–	209
2022 Q3	$225K	Hold	4,678	–	–	0.11%	167
2022 Q2	$238K	Sell	4,678 -1,045	-18%	-$54.5K	0.11%	177
2022 Q1	$314K	Buy	5,723 +25	+0.4%	+$1.42K	0.11%	155
2021 Q4	$337K	Sell	5,698 -375	-6%	-$22.3K	0.13%	155
2021 Q3	$364K	Buy	+6,073	New	+$369K	0.14%	148