ProVise Management Group’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
2023 Q4	–	Sell	-4,201	Closed	-$209K	–	346
2023 Q3	$209K	Sell	4,201 -6,208	-60%	-$309K	0.02%	312
2023 Q2	$522K	Buy	10,409 +1,849	+22%	+$92.8K	0.05%	226
2023 Q1	$433K	Buy	+8,560	New	+$433K	0.04%	243