Plante Moran Financial Advisors’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
2023 Q2	–	Sell	-50	Closed	-$2.53K	–	834
2023 Q1	$2.53K	Buy	50 +5	+11%	+$251	﹤0.01%	691
2022 Q4	$2.24K	Sell	45 -211	-82%	-$10.4K	﹤0.01%	735
2022 Q3	$13K	Buy	+256	New	+$12.9K	﹤0.01%	543
2021 Q4	–	Sell	-96	Closed	-$5K	–	1051
2021 Q3	$5K	Buy	+96	New	+$5.26K	﹤0.01%	785
2021 Q1	–	Sell	-386	Closed	-$21K	–	1048
2020 Q4	$21K	Buy	+386	New	+$21.2K	0.01%	524
2019 Q4	–	Sell	-100	Closed	-$5K	–	817
2019 Q3	$5K	Buy	+100	New	+$5.35K	﹤0.01%	685
2019 Q1	–	Sell	-1,013	Closed	-$52K	–	856
2018 Q4	$52K	Sell	1,013 -135	-12%	-$6.96K	0.02%	279
2018 Q3	$60K	Buy	1,148 +16	+1%	+$830	0.02%	269
2018 Q2	$59K	Hold	1,132	–	–	0.03%	299
2018 Q1	$59K	Buy	1,132 +6	+0.5%	+$312	0.03%	313
2017 Q4	$59K	Hold	1,126	–	–	0.03%	306
2017 Q3	$59K	Buy	1,126 +308	+38%	+$16.2K	0.04%	272
2017 Q2	$43K	Buy	818 +18	+2%	+$947	0.03%	346
2017 Q1	$42K	Sell	800 -68	-8%	-$3.57K	0.03%	352
2016 Q4	$46K	Buy	+868	New	+$45.6K	0.03%	343