Spire Wealth Management’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	$263K	Hold	4,939	–	–	0.01%	702
2025 Q4	$266K	Buy	4,939 +825	+20%	+$44.6K	0.01%	716
2025 Q3	$223K	Buy	4,114 +2,850	+225%	+$152K	0.01%	754
2025 Q2	$67.4K	Sell	1,264 -825	-39%	-$43.1K	﹤0.01%	1106
2025 Q1	$110K	Hold	2,089	–	–	﹤0.01%	1000
2024 Q4	$108K	Hold	2,089	–	–	﹤0.01%	1006
2024 Q3	$112K	Hold	2,089	–	–	﹤0.01%	881
2024 Q2	$107K	Sell	2,089 -3,728	-64%	-$190K	﹤0.01%	878
2024 Q1	$300K	Hold	5,817	–	–	0.01%	665
2023 Q4	$299K	Buy	5,817 +234	+4%	+$11.6K	0.01%	649
2023 Q3	$272K	Sell	5,583 -828	-13%	-$41.2K	0.01%	616
2023 Q2	$324K	Sell	6,411 -1,598	-20%	-$81.2K	0.01%	596
2023 Q1	$411K	Buy	8,009 +5,600	+232%	+$284K	0.02%	534
2022 Q4	$119K	Sell	2,409 -775	-24%	-$38K	0.01%	696
2022 Q3	$154K	Sell	3,184 -6,882	-68%	-$352K	0.01%	591
2022 Q2	$514K	Sell	10,066 -9,146	-48%	-$477K	0.02%	465
2022 Q1	$1.05M	Buy	19,212 +26	+0.1%	+$1.47K	0.03%	378
2021 Q4	$1.14M	Buy	19,186 +39	+0.2%	+$2.32K	0.03%	439
2021 Q3	$1.15M	Sell	19,147 -356	-2%	-$21.6K	0.03%	379
2021 Q2	$1.18M	Buy	19,503 +1,727	+10%	+$103K	0.03%	382
2021 Q1	$1.05M	Buy	+17,776	New	+$1.08M	0.03%	420