Integrated Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	$2.72M	Buy	105,202 +8,568	+9%	+$222K	0.91%	29
2016 Q4	$2.49M	Buy	96,634 +17,210	+22%	+$443K	0.93%	33
2016 Q3	$2.13M	Buy	79,424 +79,044	+20,801%	+$2.12M	0.76%	32
2016 Q2	$10K	Buy	+380	New	+$10K	﹤0.01%	765