Shum Financial Group’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 Q1	$4.95M	Buy	98,524 +687	+0.7%	+$34.5K	4.28%	3
2024 Q4	$4.83M	Sell	97,837 -585	-0.6%	-$28.9K	4.17%	3
2024 Q3	$4.98M	Buy	+98,422	New	+$4.98M	4.15%	3