IAG Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74K	Hold	1,580	–	–	0.01%	186
2025 Q4	$74.9K	Sell	1,580 -2,626	-62%	-$125K	0.01%	178
2025 Q3	$200K	Sell	4,206 -2,466	-37%	-$116K	0.02%	117
2025 Q2	$313K	Sell	6,672 -79,574	-92%	-$3.69M	0.04%	97
2025 Q1	$4.05M	Sell	86,246 -10,337	-11%	-$483K	0.63%	37
2024 Q4	$4.48M	Sell	96,583 -5,806	-6%	-$274K	0.79%	30
2024 Q3	$4.95M	Buy	102,389 +9,103	+10%	+$434K	0.91%	26
2024 Q2	$4.32M	Sell	93,286 -473	-0.5%	-$21.9K	0.87%	28
2024 Q1	$4.39M	Buy	93,759 +69	+0.1%	+$3.22K	0.94%	26
2023 Q4	$4.43M	Sell	93,690 -13,176	-12%	-$595K	1.01%	26
2023 Q3	$4.77M	Buy	106,866 +12,415	+13%	+$569K	1.33%	17
2023 Q2	$4.39M	Sell	94,451 -5,756	-6%	-$269K	1.16%	21
2023 Q1	$4.73M	Sell	100,207 -2,626	-3%	-$125K	1.31%	18
2022 Q4	$4.78M	Sell	102,833 -15,595	-13%	-$717K	1.41%	18
2022 Q3	$5.4M	Buy	118,428 +20,960	+22%	+$1.01M	1.79%	14
2022 Q2	$4.69M	Sell	97,468 -5,178	-5%	-$258K	1.54%	17
2022 Q1	$5.38M	Sell	102,646 -340	-0.3%	-$18.3K	1.69%	14
2021 Q4	$5.8M	Buy	102,986 +10,235	+11%	+$578K	1.86%	13
2021 Q3	$5.27M	Buy	92,751 +11,499	+14%	+$660K	1.87%	13
2021 Q2	$4.64M	Buy	81,252 +11,467	+16%	+$649K	1.66%	15
2021 Q1	$3.91M	Buy	69,785 +13,091	+23%	+$744K	1.49%	17
2020 Q4	$3.27M	Buy	56,694 +6,893	+14%	+$400K	1.34%	17
2020 Q3	$2.88M	Buy	49,801 +7,708	+18%	+$447K	1.33%	15
2020 Q2	$2.4M	Buy	+42,093	New	+$2.33M	1.17%	19