Sequoia Financial Advisors’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	$790K	Sell	15,032 -9,795	-39%	-$518K	﹤0.01%	1004
2025 Q4	$1.31M	Sell	24,827 -2,151	-8%	-$114K	0.01%	756
2025 Q3	$1.43M	Sell	26,978 -576	-2%	-$30.4K	0.01%	639
2025 Q2	$1.45M	Sell	27,554 -5,559	-17%	-$290K	0.01%	562
2025 Q1	$1.73M	Buy	33,113 +1,444	+5%	+$75.1K	0.01%	470
2024 Q4	$1.64M	Buy	31,669 +25,031	+377%	+$1.3M	0.02%	461
2024 Q3	$350K	Sell	6,638 -691	-9%	-$36K	﹤0.01%	905
2024 Q2	$376K	Sell	7,329 -490	-6%	-$25K	﹤0.01%	804
2024 Q1	$401K	Buy	7,819 +1,462	+23%	+$74.8K	0.01%	762
2023 Q4	$326K	Sell	6,357 -581	-8%	-$29.2K	﹤0.01%	892
2023 Q3	$346K	Buy	6,938 +633	+10%	+$31.7K	0.01%	635
2023 Q2	$316K	Sell	6,305 -160	-2%	-$8.06K	0.01%	678
2023 Q1	$327K	Sell	6,465 -2,569	-28%	-$129K	0.01%	596
2022 Q4	$450K	Buy	9,034 +2,362	+35%	+$117K	0.01%	462
2022 Q3	$329K	Sell	6,672 -3,157	-32%	-$159K	0.01%	364
2022 Q2	$497K	Buy	9,829 +3,212	+49%	+$164K	0.01%	325
2022 Q1	$342K	Buy	+6,617	New	+$349K	0.01%	457
2021 Q3	–	Sell	-8,755	Closed	-$480K	–	344
2021 Q2	$480K	Buy	+8,755	New	+$480K	0.02%	285