Sightline Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	64,967 -322	-0.5%	-$7.99K	0.78%	29
2025 Q1	$1.61M	Sell	65,289 -19,901	-23%	-$490K	0.85%	26
2024 Q4	$2.08M	Buy	+85,190	New	+$2.08M	1.12%	21