Burt Wealth Advisors’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
2021 Q1	–	Sell	-974	Closed	-$60K	–	213
2020 Q4	$60K	Hold	974	–	–	0.02%	169
2020 Q3	$59K	Hold	974	–	–	0.02%	163
2020 Q2	$59K	Hold	974	–	–	0.02%	168
2020 Q1	$53K	Hold	974	–	–	0.02%	161
2019 Q4	$56K	Hold	974	–	–	0.02%	165
2019 Q3	$56K	Hold	974	–	–	0.02%	164
2019 Q2	$55K	Hold	974	–	–	0.02%	162
2019 Q1	$54K	Hold	974	–	–	0.02%	172
2018 Q4	$51K	Hold	974	–	–	0.02%	175
2018 Q3	$52K	Hold	974	–	–	0.02%	178
2018 Q2	$52K	Hold	974	–	–	0.02%	175
2018 Q1	$52K	Hold	974	–	–	0.03%	177
2017 Q4	$53K	Hold	974	–	–	0.03%	175
2017 Q3	$54K	Hold	974	–	–	0.04%	169
2017 Q2	$53K	Hold	974	–	–	0.04%	177
2017 Q1	$53K	Buy	974 +500	+105%	+$27.1K	0.04%	159
2016 Q4	$26K	Hold	474	–	–	0.02%	214
2016 Q3	$26K	Hold	474	–	–	0.03%	201
2016 Q2	$26K	Sell	474 -168	-26%	-$9.25K	0.03%	196
2016 Q1	$35K	Buy	642 +168	+35%	+$9.07K	0.03%	195
2015 Q4	$25K	Hold	474	–	–	0.02%	186
2015 Q3	$26K	Hold	474	–	–	0.03%	165
2015 Q2	$26K	Hold	474	–	–	0.03%	183
2015 Q1	$26K	Hold	474	–	–	0.03%	172
2014 Q4	$26K	Buy	+474	New	+$26K	0.03%	174