Morton Brown Family Wealth’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	$132K	Hold	2,486	–	–	0.04%	82
2025 Q4	$134K	Hold	2,486	–	–	0.04%	80
2025 Q3	$134K	Hold	2,486	–	–	0.04%	74
2025 Q2	$132K	Hold	2,486	–	–	0.04%	75
2025 Q1	$131K	Hold	2,486	–	–	0.04%	70
2024 Q4	$128K	Hold	2,486	–	–	0.04%	73
2024 Q3	$134K	Hold	2,486	–	–	0.05%	65
2024 Q2	$129K	Buy	+2,486	New	+$127K	0.05%	63
2024 Q1	–	Sell	-308	Closed	-$16K	–	261
2023 Q4	$16K	Sell	308 -367	-54%	-$18.1K	0.01%	158
2023 Q3	$32.8K	Sell	675 -155	-19%	-$7.72K	0.02%	93
2023 Q2	$42K	Buy	830 +96	+13%	+$4.88K	0.02%	83
2023 Q1	$37.6K	Buy	734 +257	+54%	+$13K	0.02%	83
2022 Q4	$23.6K	Buy	+477	New	+$23.4K	0.02%	92