OneDigital Investment Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.2M	Sell	63,701 -160,105	-72%	-$8.04M	0.04%	316
2025 Q1	$11.2M	Buy	223,806 +15,086	+7%	+$758K	0.13%	141
2024 Q4	$10.3M	Buy	+208,720	New	+$10.3M	0.12%	147
2018 Q4	–	Sell	-898	Closed	-$52K	–	1189
2018 Q3	$52K	Buy	+898	New	+$52K	0.01%	399