Level Four Advisory Services’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	$539K	Hold	10,257	–	–	0.02%	569
2025 Q4	$542K	Hold	10,257	–	–	0.02%	549
2025 Q3	$544K	Buy	10,257 +369	+4%	+$19.5K	0.02%	532
2025 Q2	$522K	Sell	9,888 -374	-4%	-$19.5K	0.02%	510
2025 Q1	$537K	Hold	10,262	–	–	0.02%	483
2024 Q4	$531K	Hold	10,262	–	–	0.02%	479
2024 Q3	$534K	Sell	10,262 -236	-2%	-$12.3K	0.02%	493
2024 Q2	$538K	Buy	10,498 +713	+7%	+$36.4K	0.02%	468
2024 Q1	$502K	Hold	9,785	–	–	0.03%	465
2023 Q4	$502K	Buy	9,785 +55	+0.6%	+$2.76K	0.03%	463
2023 Q3	$485K	Sell	9,730 -346	-3%	-$17.3K	0.03%	444
2023 Q2	$506K	Buy	+10,076	New	+$508K	0.03%	467
2022 Q2	–	Sell	-3,877	Closed	-$201K	–	603
2022 Q1	$201K	Buy	+3,877	New	+$204K	0.02%	609
2021 Q3	–	Sell	-4,858	Closed	-$266K	–	553
2021 Q2	$266K	Sell	4,858 -203	-4%	-$11.1K	0.02%	566
2021 Q1	$277K	Buy	5,061 +890	+21%	+$48.9K	0.02%	518
2020 Q4	$230K	Sell	4,171 -352	-8%	-$19.4K	0.02%	527
2020 Q3	$248K	Sell	4,523 -10,294	-69%	-$565K	0.02%	473
2020 Q2	$813K	Buy	14,817 +10,768	+266%	+$580K	0.06%	287
2020 Q1	$214K	Sell	4,049 -703	-15%	-$37.4K	0.03%	448
2019 Q4	$697K	Buy	4,752 +819	+21%	+$43.9K	0.03%	337
2019 Q3	$211K	Buy	+3,933	New	+$210K	0.02%	468
2019 Q1	–	Sell	-4,858	Closed	-$251K	–	528
2018 Q4	$251K	Buy	+4,858	New	+$250K	0.03%	434
2018 Q3	–	Sell	-4,756	Closed	-$247K	–	602
2018 Q2	$247K	Buy	4,756 +234	+5%	+$12.1K	0.02%	527
2018 Q1	$235K	Buy	4,522 +380	+9%	+$19.8K	0.02%	479
2017 Q4	$217K	Sell	4,142 -2,142	-34%	-$112K	0.02%	505
2017 Q3	$331K	Sell	6,284 -3,846	-38%	-$203K	0.03%	397
2017 Q2	$533K	Hold	10,130	–	–	0.08%	245
2017 Q1	$533K	Buy	10,130 +1,752	+21%	+$92K	0.05%	310
2016 Q4	$440K	Buy	+8,378	New	+$441K	0.06%	301