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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,273	Closed	-$220K	–	376
2024 Q4	$220K	Sell	4,273 -861	-17%	-$44.4K	0.02%	306
2024 Q3	$276K	Buy	+5,134	New	+$276K	0.02%	230