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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Buy	4,336 +250	+6%	+$13.5K	﹤0.01%	1716
2025 Q4	$220K	Sell	4,086 -3,748	-48%	-$203K	﹤0.01%	1752
2025 Q3	$424K	Buy	7,834 +2,450	+46%	+$131K	﹤0.01%	1209
2025 Q2	$287K	Sell	5,384 -957	-15%	-$49.9K	﹤0.01%	1289
2025 Q1	$333K	Buy	+6,341	New	+$329K	﹤0.01%	1018
2024 Q4	–	Sell	-3,881	Closed	-$209K	–	1381
2024 Q3	$209K	Sell	3,881 -207	-5%	-$10.9K	﹤0.01%	1149
2024 Q2	$210K	Sell	4,088 -115	-3%	-$5.86K	﹤0.01%	1085
2024 Q1	$217K	Buy	+4,203	New	+$216K	﹤0.01%	1019
2022 Q4	–	Sell	-5,467	Closed	-$264K	–	813
2022 Q3	$264K	Sell	5,467 -119	-2%	-$6.08K	0.01%	427
2022 Q2	$285K	Buy	5,586 +764	+16%	+$39.8K	0.01%	450
2022 Q1	$265K	Buy	4,822 +854	+22%	+$48.4K	0.01%	537
2021 Q4	$235K	Buy	+3,968	New	+$236K	0.01%	510
2021 Q3	–	Sell	-3,968	Closed	-$240K	–	343
2021 Q2	$240K	Sell	3,968 -17	-0.4%	-$1.02K	0.01%	420
2021 Q1	$236K	Buy	3,985 +222	+6%	+$13.4K	0.01%	392
2020 Q4	$233K	Buy	3,763 +205	+6%	+$12.5K	0.01%	361
2020 Q3	$216K	Buy	+3,558	New	+$217K	0.01%	357
2016 Q3	–	Sell	-7,062	Closed	-$393K	–	261
2016 Q2	$393K	Hold	7,062	–	–	0.11%	135
2016 Q1	$387K	Buy	+7,062	New	+$381K	0.13%	114