Holistic Financial Partners’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	$1.38M	Buy	26,013 +647	+3%	+$34.8K	0.51%	34
2025 Q4	$1.37M	Buy	25,366 +907	+4%	+$49K	0.5%	35
2025 Q3	$1.32M	Sell	24,459 -593	-2%	-$31.7K	0.54%	31
2025 Q2	$1.34M	Sell	25,052 -1,060	-4%	-$55.3K	0.58%	31
2025 Q1	$1.37M	Sell	26,112 -2,671	-9%	-$139K	0.66%	26
2024 Q4	$1.48M	Sell	28,783 -508	-2%	-$26.6K	0.74%	26
2024 Q3	$1.57M	Buy	29,291 +664	+2%	+$35K	0.76%	23
2024 Q2	$1.47M	Sell	28,627 -338	-1%	-$17.2K	0.74%	24
2024 Q1	$1.49M	Sell	28,965 -717	-2%	-$36.9K	0.76%	25
2023 Q4	$1.54M	Sell	29,682 -1,313	-4%	-$64.9K	0.93%	21
2023 Q3	$1.51M	Buy	+30,995	New	+$1.54M	1%	19
2018 Q2	–	Sell	-390	Closed	-$21K	–	191
2018 Q1	$21K	Hold	390	–	–	0.02%	275
2017 Q4	$21K	Buy	+390	New	+$21.4K	0.02%	278