Blue Bell Private Wealth Management’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
2017 Q4	–	Sell	-400	Closed	-$21K	–	234
2017 Q3	$21K	Hold	400	–	–	0.01%	153
2017 Q2	$21K	Hold	400	–	–	0.01%	160
2017 Q1	$21K	Hold	400	–	–	0.01%	158
2016 Q4	$21K	Hold	400	–	–	0.01%	162
2016 Q3	$22K	Hold	400	–	–	0.01%	281
2016 Q2	$22K	Hold	400	–	–	0.01%	281
2016 Q1	$21K	Hold	400	–	–	0.01%	291
2015 Q4	$21K	Hold	400	–	–	0.01%	296
2015 Q3	$21K	Hold	400	–	–	0.01%	302
2015 Q2	$21K	Hold	400	–	–	0.01%	305
2015 Q1	$21K	Hold	400	–	–	0.01%	298
2014 Q4	$21K	Sell	400 -200	-33%	-$10.5K	0.01%	319
2014 Q3	$32K	Hold	600	–	–	0.02%	287
2014 Q2	$32K	Hold	600	–	–	0.02%	272
2014 Q1	$32K	Hold	600	–	–	0.02%	242
2013 Q4	$32K	Buy	+600	New	+$31.6K	0.02%	250