ProVise Management Group’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,886	Closed	-$227K	–	347
2023 Q3	$227K	Sell	4,886 -714	-13%	-$33.1K	0.02%	304
2023 Q2	$261K	Sell	5,600 -3,071	-35%	-$143K	0.02%	300
2023 Q1	$409K	Buy	+8,671	New	+$409K	0.04%	252