Mayflower Financial 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 Q2	$444K	Sell	8,463 -120	-1%	-$6.29K	0.04%	306
2026 Q1	$451K	Hold	8,583	–	–	0.05%	280
2025 Q4	$454K	Sell	8,583 -10	-0.1%	-$529	0.05%	264
2025 Q3	$456K	Sell	8,593 -400	-4%	-$21.1K	0.06%	265
2025 Q2	$474K	Sell	8,993 -30	-0.3%	-$1.57K	0.07%	251
2025 Q1	$473K	Sell	9,023 -60	-0.7%	-$3.12K	0.07%	237
2024 Q4	$470K	Sell	9,083 -382	-4%	-$19.9K	0.07%	236
2024 Q3	$498K	Hold	9,465	–	–	0.08%	221
2024 Q2	$485K	Sell	9,465 -400	-4%	-$20.4K	0.08%	216
2024 Q1	$506K	Sell	9,865 -65	-0.7%	-$3.33K	0.08%	212
2023 Q4	$509K	Sell	9,930 -929	-9%	-$46.6K	0.07%	202
2023 Q3	$541K	Hold	10,859	–	–	0.08%	184
2023 Q2	$545K	Sell	10,859 -1,035	-9%	-$52.1K	0.07%	190
2023 Q1	$601K	Sell	11,894 -308	-3%	-$15.5K	0.08%	179
2022 Q4	$608K	Sell	12,202 -2,636	-18%	-$131K	0.08%	169
2022 Q3	$731K	Hold	14,838	–	–	0.12%	136
2022 Q2	$750K	Sell	14,838 -977	-6%	-$49.7K	0.11%	134
2022 Q1	$818K	Sell	15,815 -200	-1%	-$10.5K	0.11%	135
2021 Q4	$863K	Sell	16,015 -65	-0.4%	-$3.52K	0.11%	126
2021 Q3	$874K	Buy	16,080 +224	+1%	+$12.3K	0.12%	122
2021 Q2	$869K	Sell	15,856 -1,975	-11%	-$108K	0.12%	116
2021 Q1	$975K	Sell	17,831 -700	-4%	-$38.4K	0.14%	102
2020 Q4	$1.02M	Buy	+18,531	New	+$1.02M	0.18%	87