Rothschild Investment LLC’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	$12.2M	Buy	232,639 +17,659	+8%	+$933K	0.64%	37
2025 Q4	$11.4M	Buy	214,980 +25,563	+13%	+$1.35M	0.63%	38
2025 Q3	$10M	Buy	189,417 +10,593	+6%	+$559K	0.57%	46
2025 Q2	$9.43M	Buy	178,824 +145,634	+439%	+$7.61M	0.59%	45
2025 Q1	$1.74M	Buy	33,190 +2,740	+9%	+$142K	0.12%	162
2024 Q4	$1.57M	Buy	30,450 +229	+0.8%	+$11.9K	0.1%	169
2024 Q3	$1.59M	Buy	30,221 +3,631	+14%	+$189K	0.1%	165
2024 Q2	$1.36M	Sell	26,590 -1,726	-6%	-$88K	0.09%	179
2024 Q1	$1.45M	Buy	28,316 +2,091	+8%	+$107K	0.11%	171
2023 Q4	$1.34M	Buy	+26,225	New	+$1.32M	0.11%	156