Kathleen S. Wright Associates’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
2023 Q2	–	Sell	-2,030	Closed	-$103K	–	169
2023 Q1	$103K	Hold	2,030	–	–	0.07%	91
2022 Q4	$101K	Buy	2,030 +500	+33%	+$24.9K	0.07%	100
2022 Q3	$75K	Buy	+1,530	New	+$75K	0.06%	102