San Luis Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-264,940	Closed	-$13.3M	–	147
2025 Q1	$13.3M	Sell	264,940 -33,096	-11%	-$1.66M	3.01%	7
2024 Q4	$14.7M	Buy	298,036 +23,973	+9%	+$1.18M	2.79%	8
2024 Q3	$14.7M	Buy	+274,063	New	+$14.7M	3.03%	7