Crewe Advisors’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
2024 Q4	–	Sell	-1,500	Closed	-$79K	–	723
2024 Q3	$79K	Sell	1,500 -2,125	-59%	-$111K	0.01%	253
2024 Q2	$186K	Hold	3,625	–	–	0.02%	182
2024 Q1	$186K	Hold	3,625	–	–	0.02%	176
2023 Q4	$186K	Sell	3,625 -149	-4%	-$7.48K	0.03%	72
2023 Q3	$188K	Hold	3,774	–	–	0.03%	70
2023 Q2	$189K	Sell	3,774 -1,951	-34%	-$98.3K	0.03%	146
2023 Q1	$289K	Sell	5,725 -35	-0.6%	-$1.76K	0.04%	124
2022 Q4	$287K	Buy	5,760 +35	+0.6%	+$1.73K	0.05%	117
2022 Q3	$282K	Buy	5,725 +350	+7%	+$17.7K	0.05%	108
2022 Q2	$272K	Buy	5,375 +4,125	+330%	+$210K	0.06%	100
2022 Q1	$65K	Buy	+1,250	New	+$65.9K	0.01%	209
2019 Q3	–	Sell	-7,376	Closed	-$394K	–	264
2019 Q2	$394K	Hold	7,376	–	–	0.13%	50
2019 Q1	$390K	Hold	7,376	–	–	0.12%	38
2018 Q4	$381K	Hold	7,376	–	–	0.12%	39
2018 Q3	$382K	Sell	7,376 -2,132	-22%	-$111K	0.32%	38
2018 Q2	$493K	Hold	9,508	–	–	0.46%	27
2018 Q1	$493K	Sell	9,508 -1,150	-11%	-$59.8K	0.48%	23
2017 Q4	$557K	Buy	+10,658	New	+$559K	0.55%	22