Spire Wealth Management’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	$1.2M	Buy	22,799 +1,022	+5%	+$54K	0.04%	355
2025 Q4	$1.15M	Buy	21,777 +7,443	+52%	+$394K	0.04%	367
2025 Q3	$760K	Sell	14,334 -281	-2%	-$14.8K	0.03%	431
2025 Q2	$771K	Sell	14,615 -8,312	-36%	-$434K	0.03%	415
2025 Q1	$1.2M	Sell	22,927 -877	-4%	-$45.6K	0.04%	367
2024 Q4	$1.23M	Sell	23,804 -896	-4%	-$46.6K	0.04%	343
2024 Q3	$1.3M	Buy	24,700 +198	+0.8%	+$10.3K	0.04%	317
2024 Q2	$1.26M	Sell	24,502 -6,078	-20%	-$310K	0.04%	299
2024 Q1	$1.57M	Buy	30,580 +2,294	+8%	+$117K	0.03%	285
2023 Q4	$1.45M	Buy	28,286 +10,173	+56%	+$511K	0.05%	280
2023 Q3	$903K	Buy	18,113 +1,001	+6%	+$50.1K	0.03%	354
2023 Q2	$859K	Sell	17,112 -331	-2%	-$16.7K	0.03%	378
2023 Q1	$882K	Buy	17,443 +307	+2%	+$15.4K	0.03%	366
2022 Q4	$854K	Sell	17,136 -2,405	-12%	-$119K	0.05%	261
2022 Q3	$963K	Sell	19,541 -15,242	-44%	-$769K	0.06%	217
2022 Q2	$1.76M	Sell	34,783 -16,211	-32%	-$825K	0.07%	223
2022 Q1	$2.64M	Sell	50,994 -13,174	-21%	-$694K	0.07%	230
2021 Q4	$3.46M	Sell	64,168 -48,694	-43%	-$2.64M	0.08%	216
2021 Q3	$6.17M	Sell	112,862 -30,046	-21%	-$1.65M	0.16%	141
2021 Q2	$7.84M	Buy	142,908 +39,894	+39%	+$2.19M	0.21%	124
2021 Q1	$5.63M	Buy	+103,014	New	+$5.66M	0.15%	147