Cherry Tree 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
2026 Q1	$476K	Buy	9,048 +47	+0.5%	+$2.48K	0.1%	99
2025 Q4	$476K	Hold	9,001	–	–	0.1%	103
2025 Q3	$477K	Sell	9,001 -296	-3%	-$15.6K	0.1%	99
2025 Q2	$490K	Sell	9,297 -52	-0.6%	-$2.72K	0.11%	95
2025 Q1	$490K	Sell	9,349 -135	-1%	-$7.02K	0.12%	89
2024 Q4	$490K	Sell	9,484 -144	-1%	-$7.49K	0.12%	90
2024 Q3	$507K	Hold	9,628	–	–	0.12%	93
2024 Q2	$493K	Hold	9,628	–	–	0.12%	89
2024 Q1	$494K	Sell	9,628 -1,329	-12%	-$68K	0.12%	88
2023 Q4	$562K	Sell	10,957 -2,686	-20%	-$135K	0.15%	77
2023 Q3	$680K	Sell	13,643 -1,896	-12%	-$94.9K	0.2%	67
2023 Q2	$780K	Buy	+15,539	New	+$783K	0.23%	64