Howe & Rusling’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
2025 Q2	–	Sell	-731	Closed	-$38.3K	–	483
2025 Q1	$38.3K	Buy	+731	New	+$38K	﹤0.01%	332
2024 Q2	–	Sell	-1,489	Closed	-$76.4K	–	377
2024 Q1	$76.4K	Buy	1,489 +224	+18%	+$11.5K	0.01%	278
2023 Q4	$64.9K	Buy	1,265 +615	+95%	+$30.9K	0.01%	270
2023 Q3	$32.4K	Hold	650	–	–	﹤0.01%	273
2023 Q2	$32.6K	Buy	650 +449	+223%	+$22.6K	﹤0.01%	271
2023 Q1	$10.2K	Sell	201 -199	-50%	-$9.99K	﹤0.01%	284
2022 Q4	$19.9K	Buy	+400	New	+$19.8K	﹤0.01%	266
2021 Q1	–	Sell	-384	Closed	-$21K	–	981
2020 Q4	$21K	Buy	+384	New	+$21.1K	﹤0.01%	377
2016 Q3	–	Sell	-2,338	Closed	-$124K	–	1077
2016 Q2	$124K	Sell	2,338 -166	-7%	-$8.76K	0.03%	172
2016 Q1	$132K	Buy	+2,504	New	+$131K	0.03%	174
2015 Q1	–	Sell	-400	Closed	-$21K	–	954
2014 Q4	$21K	Buy	+400	New	+$21.1K	0.01%	388
2014 Q2	–	Sell	-1,556	Closed	-$82K	–	877
2014 Q1	$82K	Buy	1,556 +1,520	+4,222%	+$80.2K	0.02%	239
2013 Q4	$2K	Hold	36	–	–	﹤0.01%	687
2013 Q3	$2K	Hold	36	–	–	﹤0.01%	787
2013 Q2	$2K	Buy	+36	New	+$1.9K	﹤0.01%	810