Legacy Capital Group California’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$786K	Buy	14,773 +2,609	+21%	+$140K	0.3%	102
2025 Q4	$655K	Sell	12,164 -7,090	-37%	-$383K	0.16%	169
2025 Q3	$1.04M	Sell	19,254 -1,454	-7%	-$77.8K	0.27%	97
2025 Q2	$1.1M	Sell	20,708 -113	-0.5%	-$5.9K	0.31%	82
2025 Q1	$1.09M	Buy	20,821 +6,450	+45%	+$335K	0.38%	49
2024 Q4	$740K	Sell	14,371 -537	-4%	-$28.1K	0.23%	122
2024 Q3	$801K	Buy	14,908 +2,218	+17%	+$117K	0.27%	106
2024 Q2	$650K	Buy	12,690 +588	+5%	+$29.9K	0.23%	131
2024 Q1	$624K	Sell	12,102 -1,078	-8%	-$55.4K	0.23%	141
2023 Q4	$685K	Buy	13,180 +3,306	+33%	+$163K	0.27%	123
2023 Q3	$480K	Sell	9,874 -19,197	-66%	-$956K	0.21%	151
2023 Q2	$1.47M	Sell	29,071 -751	-3%	-$38.2K	0.61%	27
2023 Q1	$1.53M	Buy	+29,822	New	+$1.51M	0.75%	26