Outlook Wealth 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 Q1	$5.57M	Sell	106,063 -10,907	-9%	-$577K	1.35%	14
2025 Q4	$6.19M	Sell	116,970 -224	-0.2%	-$11.9K	1.4%	17
2025 Q3	$6.21M	Buy	117,194 +12,071	+11%	+$637K	1.55%	11
2025 Q2	$5.55M	Buy	105,123 +2,723	+3%	+$142K	1.43%	13
2025 Q1	$5.36M	Buy	102,400 +9,545	+10%	+$496K	1.49%	13
2024 Q4	$4.8M	Buy	92,855 +849	+0.9%	+$44.1K	1.38%	15
2024 Q3	$4.85M	Buy	92,006 +3,538	+4%	+$184K	1.39%	15
2024 Q2	$487K	Buy	88,468 +2,725	+3%	+$139K	0.15%	134
2024 Q1	$4.4M	Buy	+85,743	New	+$4.39M	1.36%	15
2021 Q2	–	Sell	-26,987	Closed	-$1.48M	–	218
2021 Q1	$1.48M	Sell	26,987 -1,217	-4%	-$66.8K	0.51%	52
2020 Q4	$1.56M	Sell	28,204 -697	-2%	-$38.3K	0.57%	48
2020 Q3	$1.59M	Sell	28,901 -5,280	-15%	-$290K	0.63%	40
2020 Q2	$1.87M	Sell	34,181 -1,865	-5%	-$100K	0.79%	32
2020 Q1	$1.89M	Buy	+36,046	New	+$1.92M	1.07%	27