Sweeney & Michel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell	37,071 -906	-2%	-$47.5K	0.69%	28
2025 Q1	$1.97M	Buy	+37,977	New	+$1.97M	0.86%	23
2024 Q3	$1.41M	Buy	27,065 +274	+1%	+$14.3K	0.56%	35
2024 Q2	$1.38M	Buy	26,791 +184	+0.7%	+$9.45K	0.59%	31
2024 Q1	$1.36M	Buy	+26,607	New	+$1.36M	0.6%	31