Panoramic Investment 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	$277K	Sell	5,273 -171	-3%	-$9.04K	0.15%	106
2025 Q4	$288K	Sell	5,444 -141	-3%	-$7.46K	0.16%	99
2025 Q3	$296K	Sell	5,585 -1,163	-17%	-$61.4K	0.17%	93
2025 Q2	$356K	Sell	6,748 -545	-7%	-$28.5K	0.22%	80
2025 Q1	$382K	Sell	7,293 -881	-11%	-$45.8K	0.26%	75
2024 Q4	$423K	Sell	8,174 -475	-5%	-$24.7K	0.28%	73
2024 Q3	$455K	Buy	+8,649	New	+$450K	0.31%	69
2024 Q1	$445K	Sell	8,686 -563	-6%	-$28.8K	0.33%	66
2023 Q4	$474K	Sell	9,249 -1,011	-10%	-$50.8K	0.41%	59
2023 Q3	$511K	Buy	+10,260	New	+$513K	0.47%	53
2022 Q4	$591K	Buy	+11,861	New	+$587K	0.61%	46