Seamount Financial Group’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	$336K	Buy	6,401 +1,315	+26%	+$69.5K	0.15%	107
2025 Q4	$269K	Buy	5,086 +475	+10%	+$25.1K	0.12%	120
2025 Q3	$245K	Buy	4,611 +250	+6%	+$13.2K	0.12%	119
2025 Q2	$230K	Sell	4,361 -470	-10%	-$24.6K	0.12%	118
2025 Q1	$253K	Buy	4,831 +85	+2%	+$4.42K	0.17%	91
2024 Q4	$245K	Sell	4,746 -35	-0.7%	-$1.82K	0.17%	95
2024 Q3	$252K	Buy	4,781 +30	+0.6%	+$1.56K	0.19%	89
2024 Q2	$243K	Buy	4,751 +140	+3%	+$7.14K	0.2%	82
2024 Q1	$236K	Buy	4,611 +68	+1%	+$3.48K	0.21%	82
2023 Q4	$233K	Buy	+4,543	New	+$228K	0.22%	79