Kingsview Wealth Management’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	$1.64M	Sell	31,285 -274	-0.9%	-$14.5K	0.02%	550
2025 Q4	$1.67M	Buy	31,559 +1,321	+4%	+$69.9K	0.02%	513
2025 Q3	$1.6M	Sell	30,238 -5,194	-15%	-$274K	0.02%	500
2025 Q2	$1.87M	Buy	35,432 +3,660	+12%	+$191K	0.03%	449
2025 Q1	$1.66M	Buy	31,772 +2,203	+7%	+$115K	0.03%	423
2024 Q4	$1.53M	Buy	29,569 +8,289	+39%	+$431K	0.03%	453
2024 Q3	$1.12M	Sell	21,280 -1,446	-6%	-$75.3K	0.02%	505
2024 Q2	$1.16M	Buy	22,726 +1,488	+7%	+$75.9K	0.03%	469
2024 Q1	$1.09M	Sell	21,238 -1,233	-5%	-$63.1K	0.03%	480
2023 Q4	$1.15M	Sell	22,471 -876	-4%	-$44K	0.03%	426
2023 Q3	$1.16M	Sell	23,347 -79	-0.3%	-$3.95K	0.04%	398
2023 Q2	$1.18M	Sell	23,426 -751	-3%	-$37.8K	0.05%	359
2023 Q1	$1.22M	Sell	24,177 -6,070	-20%	-$305K	0.05%	346
2022 Q4	$1.51M	Sell	30,247 -924	-3%	-$45.7K	0.07%	275
2022 Q3	$1.54M	Sell	31,171 -2,677	-8%	-$135K	0.07%	264
2022 Q2	$1.71M	Buy	33,848 +143	+0.4%	+$7.28K	0.08%	245
2022 Q1	$1.74M	Sell	33,705 -28,314	-46%	-$1.49M	0.08%	261
2021 Q4	$3.34M	Sell	62,019 -2,214	-3%	-$120K	0.14%	159
2021 Q3	$3.51M	Buy	64,233 +13,106	+26%	+$718K	0.17%	140
2021 Q2	$2.8M	Buy	51,127 +1,395	+3%	+$76.4K	0.14%	167
2021 Q1	$2.71M	Buy	49,732 +22,896	+85%	+$1.26M	0.15%	143
2020 Q4	$1.48M	Buy	26,836 +10,194	+61%	+$560K	0.11%	198
2020 Q3	$914K	Buy	16,642 +7,488	+82%	+$411K	0.08%	241
2020 Q2	$501K	Buy	9,154 +3,251	+55%	+$175K	0.05%	328
2020 Q1	$309K	Buy	+5,903	New	+$314K	0.04%	352
2017 Q4	–	Sell	-5,340	Closed	-$281K	–	413
2017 Q3	$281K	Sell	5,340 -88	-2%	-$4.64K	0.12%	223
2017 Q2	$286K	Buy	+5,428	New	+$286K	0.15%	188