Kingswood Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.59M	Buy	48,589 +9,385	+24%	+$500K	0.2%	110
2025 Q1	$2.06M	Buy	39,204 +9,315	+31%	+$489K	0.19%	129
2024 Q4	$1.54M	Buy	29,889 +20,986	+236%	+$1.08M	0.12%	185
2024 Q3	$478K	Sell	8,903 -3,276	-27%	-$176K	0.03%	459
2024 Q2	$624K	Buy	+12,179	New	+$624K	0.06%	326