Pinnacle Family Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Sell	29,078 -2,901	-9%	-$156K	0.73%	29
2025 Q4	$1.72M	Sell	31,979 -350	-1%	-$18.9K	0.76%	27
2025 Q3	$1.75M	Sell	32,329 -989	-3%	-$52.9K	0.76%	28
2025 Q2	$1.77M	Buy	33,318 +244	+0.7%	+$12.7K	0.86%	28
2025 Q1	$1.74M	Sell	33,074 -194	-0.6%	-$10.1K	0.94%	32
2024 Q4	$1.71M	Buy	33,268 +1,159	+4%	+$60.7K	0.83%	31
2024 Q3	$1.72M	Sell	32,109 -898	-3%	-$47.4K	0.89%	31
2024 Q2	$1.69M	Buy	33,007 +5,816	+21%	+$296K	0.94%	24
2024 Q1	$1.4M	Sell	27,191 -1,447	-5%	-$74.4K	0.75%	29
2023 Q4	$1.49M	Sell	28,638 -1,425	-5%	-$70.4K	0.88%	25
2023 Q3	$1.46M	Buy	30,063 +177	+0.6%	+$8.81K	0.84%	21
2023 Q2	$1.51M	Buy	29,886 +164	+0.6%	+$8.33K	0.82%	22
2023 Q1	$1.52M	Buy	29,722 +303	+1%	+$15.3K	0.93%	25
2022 Q4	$1.46M	Buy	+29,419	New	+$1.44M	1.04%	21
2022 Q2	–	Sell	-3,856	Closed	-$212K	–	100
2022 Q1	$212K	Sell	3,856 -23,991	-86%	-$1.36M	0.11%	113
2021 Q4	$1.65M	Sell	27,847 -738	-3%	-$43.9K	0.75%	27
2021 Q3	$1.72M	Buy	28,585 +223	+0.8%	+$13.5K	0.77%	29
2021 Q2	$1.72M	Sell	28,362 -3,433	-11%	-$206K	0.75%	34
2021 Q1	$1.88M	Sell	31,795 -1,917	-6%	-$116K	0.99%	27
2020 Q4	$2.08M	Buy	33,712 +12,717	+61%	+$778K	1.27%	18
2020 Q3	$1.28M	Buy	20,995 +45	+0.2%	+$2.75K	0.86%	28
2020 Q2	$1.26M	Buy	20,950 +137	+0.7%	+$7.98K	1.1%	27
2020 Q1	$1.14M	Buy	20,813 +880	+4%	+$50.8K	1.37%	24
2019 Q4	$1.16M	Buy	19,933 +1,917	+11%	+$111K	1.04%	27
2019 Q3	$1.04M	Sell	18,016 -655	-4%	-$37.6K	0.92%	27
2019 Q2	$1.06M	Buy	18,671 +3,073	+20%	+$171K	0.88%	28
2019 Q1	$860K	Buy	+15,598	New	+$838K	0.76%	34