Waverly Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Waverly Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.4M	Buy
2025 Q2	$5.02M	Buy
2025 Q1	$4.29M	Buy
2024 Q4	$4.08M	Buy
2024 Q3	$3.81M	Buy
2024 Q2	$3.53M	Buy
2024 Q1	$637K	Buy
2023 Q2	–	Sell
2023 Q1	$223K	Sell
2022 Q4	$345K	Buy
2022 Q3	$213K	Buy