Investment Advisory Group’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	$3.85M	Buy	73,240 +4,065	+6%	+$215K	0.98%	27
2025 Q4	$3.66M	Buy	69,175 +717	+1%	+$38K	0.94%	27
2025 Q3	$3.63M	Buy	68,458 +3,607	+6%	+$190K	0.99%	24
2025 Q2	$3.42M	Buy	64,851 +7,652	+13%	+$400K	1.04%	23
2025 Q1	$3M	Buy	57,199 +3,402	+6%	+$177K	1%	26
2024 Q4	$2.78M	Buy	53,797 +128	+0.2%	+$6.65K	0.93%	27
2024 Q3	$2.83M	Sell	53,669 -269	-0.5%	-$14K	0.98%	25
2024 Q2	$2.76M	Sell	53,938 -759	-1%	-$38.7K	1.07%	22
2024 Q1	$2.8M	Buy	54,697 +131	+0.2%	+$6.7K	1.16%	22
2023 Q4	$2.8M	Sell	54,566 -2,059	-4%	-$103K	1.29%	21
2023 Q3	$2.82M	Sell	56,625 -645	-1%	-$32.3K	1.47%	20
2023 Q2	$2.87M	Buy	57,270 +570	+1%	+$28.7K	1.47%	20
2023 Q1	$2.87M	Buy	56,700 +8,316	+17%	+$418K	1.65%	17
2022 Q4	$2.41M	Buy	48,384 +2,259	+5%	+$112K	1.48%	17
2022 Q3	$2.27M	Buy	46,125 +200	+0.4%	+$10.1K	1.58%	17
2022 Q2	$2.31M	Sell	45,925 -1,050	-2%	-$53.5K	1.57%	19
2022 Q1	$2.43M	Buy	46,975 +355	+0.8%	+$18.7K	1.48%	18
2021 Q4	$2.45M	Buy	+46,620	New	+$2.52M	1.57%	17