MinichMacGregor 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
2019 Q1	–	Sell	-29,245	Closed	-$3.08M	–	82
2018 Q4	$3.08M	Buy	29,245 +28,997	+11,692%	+$1.5M	2.11%	9
2018 Q3	$12K	Hold	248	–	–	0.01%	296
2018 Q2	$12K	Sell	248 -272	-52%	-$14.1K	0.01%	282
2018 Q1	$26K	Sell	520 -176	-25%	-$9.16K	0.02%	179
2017 Q4	$36K	Hold	696	–	–	0.03%	136
2017 Q3	$36K	Hold	696	–	–	0.03%	129
2017 Q2	$36K	Hold	696	–	–	0.03%	120
2017 Q1	$36K	Sell	696 -30	-4%	-$1.58K	0.03%	121
2016 Q4	$38K	Sell	726 -596	-45%	-$31.3K	0.04%	126
2016 Q3	$69K	Sell	1,322 -222	-14%	-$11.8K	0.06%	86
2016 Q2	$81K	Hold	1,544	–	–	0.08%	79
2016 Q1	$81K	Buy	1,544 +152	+11%	+$7.97K	0.08%	77
2015 Q4	$73K	Buy	+1,392	New	+$73.1K	0.07%	79