Phillips Financial Management’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	$2.5M	Sell	46,998 -1,463	-3%	-$78K	0.18%	71
2025 Q1	$2.55M	Sell	48,461 -1,572	-3%	-$82.6K	0.2%	68
2024 Q4	$2.58M	Sell	50,033 -1,254	-2%	-$64.6K	0.2%	68
2024 Q3	$2.76M	Sell	51,287 -2,461	-5%	-$132K	0.21%	71
2024 Q2	$2.76M	Sell	53,748 -4,215	-7%	-$216K	0.23%	71
2024 Q1	$2.99M	Sell	57,963 -2,553	-4%	-$132K	0.24%	68
2023 Q4	$3.15M	Sell	60,516 -336	-0.6%	-$17.5K	0.27%	63
2023 Q3	$2.96M	Buy	60,852 +1,165	+2%	+$56.7K	0.28%	63
2023 Q2	$3.02M	Sell	59,687 -198	-0.3%	-$10K	0.28%	65
2023 Q1	$3.07M	Sell	59,885 -520	-0.9%	-$26.7K	0.3%	62
2022 Q4	$2.99M	Sell	60,405 -13,142	-18%	-$651K	0.3%	62
2022 Q3	$3.55M	Sell	73,547 -411	-0.6%	-$19.8K	0.39%	53
2022 Q2	$3.78M	Buy	73,958 +22,794	+45%	+$1.16M	0.41%	49
2022 Q1	$2.81M	Buy	51,164 +4,929	+11%	+$270K	0.27%	60
2021 Q4	$2.74M	Buy	46,235 +3,381	+8%	+$200K	0.27%	58
2021 Q3	$2.57M	Buy	42,854 +8,461	+25%	+$508K	0.27%	57
2021 Q2	$2.08M	Buy	34,393 +8,319	+32%	+$503K	0.21%	62
2021 Q1	$1.54M	Buy	26,074 +3,077	+13%	+$182K	0.19%	63
2020 Q4	$1.42M	Buy	22,997 +3,912	+20%	+$242K	0.19%	64
2020 Q3	$1.16M	Buy	19,085 +1,467	+8%	+$89.2K	0.18%	64
2020 Q2	$1.06M	Buy	17,618 +130	+0.7%	+$7.85K	0.17%	67
2020 Q1	$951K	Buy	17,488 +2,544	+17%	+$138K	0.19%	64
2019 Q4	$866K	Buy	14,944 +2,429	+19%	+$141K	0.14%	66
2019 Q3	$725K	Buy	+12,515	New	+$725K	0.13%	67