Successful Portfolios’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 Q2	$441K	Sell	8,468 -10	-0.1%	-$524	0.21%	102
2026 Q1	$446K	Hold	8,478	–	–	0.25%	85
2025 Q4	$449K	Sell	8,478 -8	-0.1%	-$424	0.23%	97
2025 Q3	$450K	Hold	8,486	–	–	0.26%	79
2025 Q2	$448K	Hold	8,486	–	–	0.28%	73
2025 Q1	$444K	Sell	8,486 -6	-0.1%	-$312	0.3%	72
2024 Q4	$439K	Sell	8,492 -302	-3%	-$15.7K	0.29%	72
2024 Q3	$463K	Sell	8,794 -255	-3%	-$13.3K	0.31%	69
2024 Q2	$464K	Sell	9,049 -32	-0.4%	-$1.63K	0.32%	65
2024 Q1	$466K	Sell	9,081 -121	-1%	-$6.19K	0.32%	69
2023 Q4	$472K	Sell	9,202 -48	-0.5%	-$2.41K	0.35%	64
2023 Q3	$461K	Sell	9,250 -679	-7%	-$34K	0.41%	57
2023 Q2	$498K	Sell	9,929 -7,041	-41%	-$355K	0.43%	54
2023 Q1	$858K	Sell	16,970 -2,325	-12%	-$117K	0.54%	49
2022 Q4	$961K	Buy	19,295 +1,471	+8%	+$72.8K	0.63%	46
2022 Q3	$878K	Sell	17,824 -1,156	-6%	-$58.3K	0.64%	41
2022 Q2	$959K	Sell	18,980 -1,938	-9%	-$98.7K	0.65%	41
2022 Q1	$1.08M	Sell	20,918 -1,867	-8%	-$98.4K	0.62%	39
2021 Q4	$1.23M	Sell	22,785 -17,294	-43%	-$936K	0.67%	35
2021 Q3	$2.19M	Sell	40,079 -1,192	-3%	-$65.3K	1.31%	17
2021 Q2	$2.26M	Buy	41,271 +18,718	+83%	+$1.03M	1.37%	15
2021 Q1	$1.23M	Buy	22,553 +3,416	+18%	+$188K	0.81%	31
2020 Q4	$1.06M	Buy	19,137 +4,849	+34%	+$267K	0.76%	33
2020 Q3	$785K	Buy	14,288 +51	+0.4%	+$2.8K	0.63%	44
2020 Q2	$779K	Buy	+14,237	New	+$767K	0.69%	40