Sowell Financial Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,872	Closed	-$395K	–	1069
2025 Q1	$395K	Buy	+7,872	New	+$393K	0.02%	656
2022 Q1	–	Sell	-17,230	Closed	-$1.2M	–	319
2021 Q4	$1.2M	Sell	17,230 -1,114	-6%	-$77.8K	0.07%	298
2021 Q3	$1.27M	Sell	18,344 -3,067	-14%	-$218K	0.09%	258
2021 Q2	$1.5M	Buy	21,411 +1,993	+10%	+$136K	0.1%	231
2021 Q1	$1.32M	Buy	19,418 +19,276	+13,575%	+$1.33M	0.05%	339
2020 Q4	$10K	Sell	142 -4	-3%	-$286	﹤0.01%	2009
2020 Q3	$10K	Buy	146 +32	+28%	+$2.3K	﹤0.01%	1805
2020 Q2	$8K	Sell	114 -116	-50%	-$7.78K	﹤0.01%	1761
2020 Q1	$15K	Buy	230 +49	+27%	+$3.27K	﹤0.01%	1478
2019 Q4	$12K	Buy	181 +125	+223%	+$8.29K	﹤0.01%	1621
2019 Q3	$4K	Buy	+56	New	+$3.66K	﹤0.01%	1842