MA Private Wealth’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	$486K	Sell	9,243 -757	-8%	-$40K	0.08%	67
2025 Q4	$529K	Sell	10,000 -3,623	-27%	-$192K	0.09%	64
2025 Q3	$722K	Sell	13,623 -4,203	-24%	-$222K	0.12%	56
2025 Q2	$940K	Sell	17,826 -116,036	-87%	-$6.06M	0.17%	54
2025 Q1	$7.01M	Sell	133,862 -6,543	-5%	-$340K	1.32%	16
2024 Q4	$7.26M	Buy	140,405 +12,032	+9%	+$625K	1.36%	16
2024 Q3	$6.76M	Sell	128,373 -15,104	-11%	-$786K	1.26%	16
2024 Q2	$7.35M	Sell	143,477 -14,547	-9%	-$742K	1.45%	16
2024 Q1	$8.1M	Buy	158,024 +11,162	+8%	+$571K	1.64%	15
2023 Q4	$7.53M	Sell	146,862 -28,485	-16%	-$1.43M	1.6%	16
2023 Q3	$8.74M	Buy	+175,347	New	+$8.77M	2.06%	14
2022 Q2	–	Sell	-5,001	Closed	-$259K	–	70
2022 Q1	$259K	Sell	5,001 -4,327	-46%	-$228K	0.05%	78
2021 Q4	$503K	Sell	9,328 -12,050	-56%	-$652K	0.09%	61
2021 Q3	$1.17M	Sell	21,378 -40,108	-65%	-$2.2M	0.23%	44
2021 Q2	$3.37M	Buy	61,486 +17,036	+38%	+$933K	0.67%	32
2021 Q1	$2.43M	Buy	+44,450	New	+$2.44M	0.51%	34