WESPAC Advisors SoCal’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	$10.7M	Buy	201,866 +4,826	+2%	+$260K	2.28%	14
2025 Q4	$10.6M	Buy	197,040 +2,112	+1%	+$114K	2.14%	15
2025 Q3	$10.5M	Buy	194,928 +7,597	+4%	+$406K	2.14%	16
2025 Q2	$9.98M	Sell	187,331 -71,481	-28%	-$3.73M	2.23%	16
2025 Q1	$13.6M	Sell	258,812 -67,520	-21%	-$3.51M	3.54%	8
2024 Q4	$16.8M	Buy	326,332 +30,609	+10%	+$1.6M	3.8%	5
2024 Q3	$15.9M	Buy	295,723 +111,341	+60%	+$5.87M	3.67%	6
2024 Q2	$9.45M	Buy	184,382 +58,658	+47%	+$2.99M	2.37%	17
2024 Q1	$6.49M	Buy	125,724 +1,035	+0.8%	+$53.2K	1.7%	22
2023 Q4	$6.48M	Sell	124,689 -15,656	-11%	-$774K	1.89%	21
2023 Q3	$6.83M	Buy	140,345 +32,165	+30%	+$1.6M	2.31%	14
2023 Q2	$5.47M	Buy	108,180 +16,595	+18%	+$843K	1.87%	20
2023 Q1	$4.7M	Buy	91,585 +50,215	+121%	+$2.54M	1.62%	25
2022 Q4	$2.05M	Buy	+41,370	New	+$2.03M	0.76%	39