Sowell Financial Services’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	$2.51M	Buy	47,696 +3,648	+8%	+$193K	0.09%	236
2025 Q4	$2.33M	Buy	44,048 +5,694	+15%	+$301K	0.09%	247
2025 Q3	$2.03M	Buy	38,354 +215	+0.6%	+$11.3K	0.08%	270
2025 Q2	$2.01M	Sell	38,139 -614	-2%	-$32.1K	0.08%	266
2025 Q1	$2.03M	Sell	38,753 -328	-0.8%	-$17.1K	0.09%	234
2024 Q4	$2.02M	Buy	+39,081	New	+$2.03M	0.11%	213
2023 Q2	–	Sell	-5,834	Closed	-$295K	–	673
2023 Q1	$295K	Buy	+5,834	New	+$293K	0.02%	561
2022 Q1	–	Sell	-32,505	Closed	-$1.75M	–	320
2021 Q4	$1.75M	Sell	32,505 -1,498	-4%	-$81.1K	0.1%	220
2021 Q3	$1.86M	Sell	34,003 -10,125	-23%	-$555K	0.13%	190
2021 Q2	$2.42M	Sell	44,128 -27,911	-39%	-$1.53M	0.16%	161
2021 Q1	$3.95M	Buy	72,039 +1,847	+3%	+$101K	0.14%	143
2020 Q4	$3.87M	Sell	70,192 -5,373	-7%	-$295K	0.17%	120
2020 Q3	$4.15M	Sell	75,565 -10,515	-12%	-$578K	0.21%	105
2020 Q2	$4.71M	Buy	86,080 +39,221	+84%	+$2.11M	0.26%	90
2020 Q1	$2.45M	Buy	46,859 +10,605	+29%	+$564K	0.18%	124
2019 Q4	$1.94M	Sell	36,254 -22,554	-38%	-$1.21M	0.15%	146
2019 Q3	$3.16M	Buy	+58,808	New	+$3.15M	0.26%	83
2017 Q3	–	Sell	-3,986	Closed	-$210K	–	272
2017 Q2	$210K	Buy	+3,986	New	+$210K	0.06%	232
2017 Q1	–	Sell	-744	Closed	-$39K	–	407
2016 Q4	$39K	Buy	+744	New	+$39.1K	0.01%	361