Shared Vision Wealth 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
2024 Q4	–	Sell	-10,969	Closed	-$578K	–	76
2024 Q3	$578K	Buy	10,969 +90	+0.8%	+$4.74K	0.31%	42
2024 Q2	$557K	Buy	10,879 +67	+0.6%	+$3.43K	0.32%	43
2024 Q1	$554K	Sell	10,812 -2,639	-20%	-$135K	0.35%	42
2023 Q4	$690K	Buy	+13,451	New	+$690K	0.46%	31