RMR Wealth Builders’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	$395K	Sell	7,515 -114	-1%	-$6.03K	0.03%	203
2025 Q4	$403K	Sell	7,629 -22	-0.3%	-$1.17K	0.03%	198
2025 Q3	$406K	Sell	7,651 -9,295	-55%	-$491K	0.03%	193
2025 Q2	$894K	Buy	+16,946	New	+$885K	0.08%	122
2022 Q3	–	Sell	-3,966	Closed	-$200K	–	202
2022 Q2	$200K	Hold	3,966	–	–	0.05%	189
2022 Q1	$205K	Hold	3,966	–	–	0.04%	201
2021 Q4	$214K	Sell	3,966 -1,115	-22%	-$60.4K	0.06%	114
2021 Q3	$278K	Buy	+5,081	New	+$278K	0.08%	144
2021 Q2	–	Sell	-5,082	Closed	-$278K	–	398
2021 Q1	$278K	Buy	+5,082	New	+$279K	0.07%	144
2020 Q4	–	Sell	-5,082	Closed	-$279K	–	536
2020 Q3	$279K	Buy	+5,082	New	+$279K	0.07%	160