SOA Wealth 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	$18.1K	Buy	340 +3	+0.9%	+$161	﹤0.01%	510
2025 Q4	$18.2K	Buy	337 +5	+2%	+$270	﹤0.01%	516
2025 Q3	$18K	Buy	332 +4	+1%	+$214	﹤0.01%	535
2025 Q2	$17.5K	Sell	328 -135	-29%	-$7.04K	﹤0.01%	525
2025 Q1	$24.3K	Sell	463 -25	-5%	-$1.3K	0.01%	441
2024 Q4	$25.1K	Buy	488 +8	+2%	+$419	﹤0.01%	422
2024 Q3	$25.8K	Buy	480 +5	+1%	+$264	﹤0.01%	412
2024 Q2	$24.4K	Buy	475 +5	+1%	+$255	﹤0.01%	410
2024 Q1	$24.3K	Buy	470 +3	+0.6%	+$154	0.01%	413
2023 Q4	$24.3K	Buy	467 +7	+2%	+$346	0.01%	394
2023 Q3	$22.4K	Buy	460 +4	+0.9%	+$199	0.01%	400
2023 Q2	$23.1K	Buy	456 +4	+0.9%	+$203	0.01%	409
2023 Q1	$23.2K	Buy	452 +3	+0.7%	+$152	0.01%	401
2022 Q4	$22.2K	Buy	449 +6	+1%	+$294	0.01%	389
2022 Q3	$21K	Buy	443 +3	+0.7%	+$153	0.01%	379
2022 Q2	$22K	Buy	440 +3	+0.7%	+$156	0.01%	368
2022 Q1	$24K	Buy	437 +2	+0.5%	+$113	0.01%	431
2021 Q4	$25K	Buy	435 +4	+0.9%	+$238	0.01%	406
2021 Q3	$25K	Buy	431 +2	+0.5%	+$121	0.01%	413
2021 Q2	$26K	Hold	429	–	–	0.01%	412
2021 Q1	$25K	Buy	429 +1	+0.2%	+$60	0.01%	363
2020 Q4	$26K	Buy	+428	New	+$26.2K	0.01%	353