Optivise Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Hold	22,301	–	–	0.61%	45
2025 Q1	$1.17M	Hold	22,301	–	–	0.66%	38
2024 Q4	$1.15M	Sell	22,301 -328	-1%	-$16.9K	0.62%	41
2024 Q3	$1.22M	Sell	22,629 -3	-0%	-$161	0.64%	39
2024 Q2	$1.16M	Buy	+22,632	New	+$1.16M	0.63%	42