McAdam LLC’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	$350K	Sell	6,664 -1,825	-21%	-$96.5K	0.02%	311
2025 Q4	$449K	Buy	8,489 +1,430	+20%	+$75.7K	0.02%	254
2025 Q3	$374K	Buy	7,059 +1,022	+17%	+$53.9K	0.02%	260
2025 Q2	$319K	Buy	6,037 +395	+7%	+$20.6K	0.02%	276
2025 Q1	$295K	Sell	5,642 -123	-2%	-$6.39K	0.02%	263
2024 Q4	$298K	Sell	5,765 -572	-9%	-$29.7K	0.02%	278
2024 Q3	$334K	Buy	6,337 +336	+6%	+$17.5K	0.02%	241
2024 Q2	$307K	Buy	6,001 +441	+8%	+$22.5K	0.02%	235
2024 Q1	$285K	Buy	5,560 +881	+19%	+$45.1K	0.02%	235
2023 Q4	$240K	Sell	4,679 -564	-11%	-$28.3K	0.02%	246
2023 Q3	$261K	Buy	5,243 +525	+11%	+$26.3K	0.02%	220
2023 Q2	$237K	Buy	4,718 +478	+11%	+$24.1K	0.02%	228
2023 Q1	$214K	Buy	+4,240	New	+$213K	0.02%	234
2018 Q4	–	Sell	-172	Closed	-$9K	–	308
2018 Q3	$9K	Sell	172 -172	-50%	-$8.92K	﹤0.01%	349
2018 Q2	$18K	Sell	344 -46	-12%	-$2.38K	0.01%	255
2018 Q1	$20K	Buy	+390	New	+$20.3K	0.01%	244