Ritholtz Wealth Management’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	$43.2M	Buy	821,050 +41,367	+5%	+$2.19M	0.75%	23
2025 Q4	$41.2M	Buy	779,683 +23,531	+3%	+$1.25M	0.75%	22
2025 Q3	$40.1M	Sell	756,152 -18,508	-2%	-$977K	0.78%	20
2025 Q2	$40.9M	Sell	774,660 -45,314	-6%	-$2.37M	0.9%	19
2025 Q1	$42.9M	Buy	819,974 +187,226	+30%	+$9.73M	1.28%	15
2024 Q4	$32.7M	Buy	632,748 +39,079	+7%	+$2.03M	0.96%	18
2024 Q3	$31.3M	Buy	593,669 +33,679	+6%	+$1.75M	0.94%	18
2024 Q2	$28.7M	Buy	559,990 +61,936	+12%	+$3.16M	0.95%	18
2024 Q1	$25.5M	Sell	498,054 -459,622	-48%	-$23.5M	0.88%	18
2023 Q4	$49.1M	Buy	957,676 +164,701	+21%	+$8.27M	1.9%	12
2023 Q3	$39.5M	Buy	792,975 +282,284	+55%	+$14.1M	1.77%	14
2023 Q2	$25.6M	Buy	510,691 +34,061	+7%	+$1.72M	1.15%	16
2023 Q1	$24.1M	Sell	476,630 -374,731	-44%	-$18.8M	1.2%	15
2022 Q4	$42.4M	Sell	851,361 -95,475	-10%	-$4.73M	2.37%	9
2022 Q3	$46.7M	Buy	946,836 +51,303	+6%	+$2.59M	2.48%	7
2022 Q2	$45.3M	Buy	895,533 +449,986	+101%	+$22.9M	2.85%	7
2022 Q1	$23M	Buy	445,547 +44,115	+11%	+$2.33M	1.56%	12
2021 Q4	$21.6M	Buy	401,432 +67,346	+20%	+$3.65M	1.35%	13
2021 Q3	$18.3M	Buy	334,086 +23,719	+8%	+$1.3M	1.27%	15
2021 Q2	$17M	Buy	310,367 +84,695	+38%	+$4.64M	1.23%	14
2021 Q1	$12.3M	Buy	225,672 +56,484	+33%	+$3.1M	1.03%	14
2020 Q4	$9.33M	Buy	169,188 +16,434	+11%	+$903K	0.89%	14
2020 Q3	$8.39M	Buy	152,754 +39,762	+35%	+$2.18M	0.94%	14
2020 Q2	$6.18M	Buy	112,992 +63,834	+130%	+$3.44M	0.8%	14
2020 Q1	$2.57M	Buy	49,158 +39,386	+403%	+$2.1M	0.41%	25
2019 Q4	$524K	Buy	+9,772	New	+$524K	0.08%	80