Legacy Bridge’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	$441K	Hold	8,382	–	–	0.17%	119
2025 Q4	$443K	Hold	8,382	–	–	0.18%	117
2025 Q3	$444K	Sell	8,382 -275	-3%	-$14.5K	0.19%	115
2025 Q2	$457K	Sell	8,657 -1,599	-16%	-$83.5K	0.22%	110
2025 Q1	$537K	Sell	10,256 -400	-4%	-$20.8K	0.3%	106
2024 Q4	$551K	Buy	10,656 +1	+0%	+$52	0.29%	104
2024 Q3	$561K	Sell	10,655 -475	-4%	-$24.7K	0.3%	103
2024 Q2	$570K	Sell	11,130 -740	-6%	-$37.7K	0.34%	95
2024 Q1	$609K	Sell	11,870 -550	-4%	-$28.1K	0.36%	90
2023 Q4	$637K	Sell	12,420 -3,410	-22%	-$171K	0.41%	88
2023 Q3	$789K	Sell	15,830 -1,650	-9%	-$82.6K	0.56%	74
2023 Q2	$877K	Sell	17,480 -200	-1%	-$10.1K	0.59%	73
2023 Q1	$894K	Sell	17,680 -275	-2%	-$13.8K	0.62%	71
2022 Q4	$895K	Hold	17,955	–	–	0.64%	64
2022 Q3	$885K	Sell	17,955 -900	-5%	-$45.4K	0.71%	62
2022 Q2	$953K	Sell	18,855 -1,650	-8%	-$84K	0.7%	60
2022 Q1	$1.06M	Hold	20,505	–	–	0.62%	70
2021 Q4	$1.1M	Hold	20,505	–	–	0.58%	74
2021 Q3	$1.12M	Buy	20,505 +190	+0.9%	+$10.4K	0.65%	67
2021 Q2	$1.11M	Hold	20,315	–	–	0.63%	70
2021 Q1	$1.11M	Buy	+20,315	New	+$1.12M	0.72%	59