Wescott Financial Advisory Group’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	$945K	Buy	17,754 +20	+0.1%	+$1.08K	0.08%	102
2025 Q4	$955K	Buy	17,734 +41	+0.2%	+$2.22K	0.08%	103
2025 Q3	$957K	Buy	17,693 +29	+0.2%	+$1.55K	0.09%	95
2025 Q2	$941K	Buy	17,664 +29	+0.2%	+$1.51K	0.09%	92
2025 Q1	$926K	Buy	17,635 +18	+0.1%	+$935	0.1%	83
2024 Q4	$907K	Buy	17,617 +37	+0.2%	+$1.94K	0.09%	87
2024 Q3	$944K	Buy	17,580 +26	+0.1%	+$1.37K	0.1%	84
2024 Q2	$900K	Buy	17,554 +27	+0.2%	+$1.38K	0.1%	85
2024 Q1	$904K	Sell	17,527 -110	-0.6%	-$5.65K	0.11%	79
2023 Q4	$917K	Buy	17,637 +28	+0.2%	+$1.38K	0.13%	75
2023 Q3	$857K	Sell	17,609 -376	-2%	-$18.7K	0.16%	75
2023 Q2	$910K	Buy	17,985 +21	+0.1%	+$1.07K	0.16%	76
2023 Q1	$921K	Sell	17,964 -1,388	-7%	-$70.3K	0.2%	72
2022 Q4	$958K	Sell	19,352 -685	-3%	-$33.6K	0.21%	65
2022 Q3	$967K	Buy	20,037 +8,859	+79%	+$453K	0.27%	53
2022 Q2	$571K	Sell	11,178 -1,626	-13%	-$84.8K	0.16%	77
2022 Q1	$703K	Buy	+12,804	New	+$726K	0.18%	68