L.M. Kohn & Company’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
2025 Q2	–	Sell	-6,022	Closed	-$315K	–	286
2025 Q1	$315K	Buy	6,022 +1	+0%	+$52	0.08%	191
2024 Q4	$311K	Sell	6,021 -11,098	-65%	-$574K	0.08%	180
2024 Q3	$901K	Buy	+17,119	New	+$901K	0.23%	94