Liberty Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,469	Closed	-$88K	–	604
2021 Q3	$88K	Buy	1,469 +6	+0.4%	+$364	0.03%	313
2021 Q2	$89K	Sell	1,463 -277	-16%	-$16.6K	0.03%	224
2021 Q1	$106K	Hold	1,740	–	–	0.05%	174
2020 Q4	$106K	Buy	1,740 +12	+0.7%	+$734	0.05%	172
2020 Q3	$105K	Buy	1,728 +8	+0.5%	+$488	0.06%	154
2020 Q2	$104K	Sell	1,720 -32,669	-95%	-$1.9M	0.07%	146
2020 Q1	$1.91M	Buy	34,389 +6,814	+25%	+$394K	1.67%	12
2019 Q4	$1.6M	Sell	27,575 -5,373	-16%	-$311K	1.26%	12
2019 Q3	$1.91M	Buy	32,948 +17,179	+109%	+$987K	1.81%	10
2019 Q2	$898K	Buy	15,769 +1,755	+13%	+$97.4K	0.79%	20
2019 Q1	$772K	Buy	14,014 +2,000	+17%	+$108K	0.58%	20
2018 Q4	$629K	Buy	+12,014	New	+$628K	0.47%	25