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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-52,924	Closed	-$65K	–	234
2024 Q2	$65K	Buy	+52,924	New	+$2.7M	0.01%	213
2021 Q4	–	Sell	-58,362	Closed	-$3.16M	–	48
2021 Q3	$3.19M	Sell	58,362 -36,867	-39%	-$2.02M	1.14%	17
2021 Q2	$5.22M	Buy	95,229 +29,608	+45%	+$1.62M	2.03%	12
2021 Q1	$3.61M	Hold	65,621	–	–	1.76%	14
2020 Q4	$3.61M	Buy	65,621 +4,998	+8%	+$275K	1.77%	14
2020 Q3	$3.33M	Buy	60,623 +11,606	+24%	+$637K	1.96%	11
2020 Q2	$2.68M	Buy	49,017 +48,580	+11,117%	+$2.62M	1.89%	13
2020 Q1	$23K	Buy	437 +188	+76%	+$10K	0.02%	337
2019 Q4	$13K	Hold	249	–	–	0.01%	494
2019 Q3	$13K	Buy	+249	New	+$13.3K	0.01%	468