Institute for Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,623	Closed	-$570K	–	509
2019 Q4	$570K	Buy	10,623 +3	+0%	+$161	0.13%	224
2019 Q3	$570K	Hold	10,620	–	–	0.14%	211
2019 Q2	$568K	Buy	10,620 +1,034	+11%	+$55.3K	0.13%	234
2019 Q1	$506K	Buy	+9,586	New	+$506K	0.11%	239