Kingswood Wealth Advisors’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	$1.25M	Buy	23,720 +1,574	+7%	+$83.2K	0.06%	326
2025 Q4	$1.17M	Buy	22,146 +644	+3%	+$34.1K	0.06%	321
2025 Q3	$1.14M	Sell	21,502 -283	-1%	-$14.9K	0.07%	293
2025 Q2	$1.15M	Buy	21,785 +1,351	+7%	+$70.6K	0.09%	234
2025 Q1	$1.07M	Buy	20,434 +140	+0.7%	+$7.28K	0.1%	228
2024 Q4	$1.05M	Buy	20,294 +13,971	+221%	+$726K	0.08%	262
2024 Q3	$333K	Sell	6,323 -2,154	-25%	-$112K	0.02%	551
2024 Q2	$434K	Sell	8,477 -888	-9%	-$45.3K	0.04%	425
2024 Q1	$480K	Buy	9,365 +188	+2%	+$9.62K	0.06%	359
2023 Q4	$471K	Buy	9,177 +2,612	+40%	+$131K	0.05%	360
2023 Q3	$327K	Buy	+6,565	New	+$328K	0.06%	313