Strategic Investment 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	$2.2M	Buy	41,270 +5,533	+15%	+$298K	0.15%	72
2025 Q4	$1.93M	Buy	35,737 +35,303	+8,134%	+$1.91M	0.17%	68
2025 Q3	$1.94M	Sell	434 -35,465	-99%	-$1.9M	0.17%	67
2025 Q2	$1.91M	Sell	35,899 -479	-1%	-$25K	0.19%	61
2025 Q1	$1.91M	Sell	36,378 -361	-1%	-$18.8K	0.2%	70
2024 Q4	$1.89M	Buy	36,739 +3,997	+12%	+$209K	0.2%	68
2024 Q3	$1.76M	Buy	32,742 +1,756	+6%	+$92.6K	0.19%	72
2024 Q2	$1.59M	Buy	30,986 +5,635	+22%	+$287K	0.19%	72
2024 Q1	$1.31M	Buy	25,351 +638	+3%	+$32.8K	0.17%	87
2023 Q4	$1.29M	Buy	24,713 +5,281	+27%	+$261K	0.19%	76
2023 Q3	$945K	Buy	+19,432	New	+$968K	0.16%	98
2023 Q2	–	Sell	-11,093	Closed	-$569K	–	207
2023 Q1	$569K	Sell	11,093 -6,928	-38%	-$351K	0.1%	146
2022 Q4	$892K	Buy	18,021 +703	+4%	+$34.5K	0.19%	89
2022 Q3	$836K	Sell	17,318 -4,828	-22%	-$247K	0.19%	86
2022 Q2	$1.13M	Buy	22,146 +240	+1%	+$12.5K	0.23%	71
2022 Q1	$1.2M	Sell	21,906 -1,538	-7%	-$87.2K	0.23%	77
2021 Q4	$1.39M	Sell	23,444 -1,371	-6%	-$81.6K	0.27%	67
2021 Q3	$1.49M	Sell	24,815 -842	-3%	-$51.1K	0.33%	61
2021 Q2	$1.55M	Buy	25,657 +15,056	+142%	+$901K	0.36%	60
2021 Q1	$628K	Sell	10,601 -5,239	-33%	-$317K	0.16%	110
2020 Q4	$979K	Sell	15,840 -5,643	-26%	-$345K	0.28%	77
2020 Q3	$1.31M	Sell	21,483 -70	-0.3%	-$4.27K	0.44%	55
2020 Q2	$1.3M	Sell	21,553 -26,492	-55%	-$1.54M	0.49%	50
2020 Q1	$2.64M	Buy	48,045 +3,810	+9%	+$220K	1.21%	25
2019 Q4	$2.56M	Buy	44,235 +5,639	+15%	+$326K	1.06%	27
2019 Q3	$2.24M	Buy	38,596 +5,004	+15%	+$288K	1.07%	28
2019 Q2	$1.91M	Buy	33,592 +7,404	+28%	+$411K	1.04%	29
2019 Q1	$1.44M	Buy	26,188 +6,097	+30%	+$328K	0.99%	28
2018 Q4	$1.05M	Buy	+20,091	New	+$1.05M	0.95%	30