Sonoma Private Wealth’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	-5,069	Closed	-$253K	–	85
2023 Q3	$253K	Sell	5,069 -952	-16%	-$47.4K	0.46%	65
2023 Q2	$302K	Sell	6,021 -373	-6%	-$18.7K	0.53%	65
2023 Q1	$323K	Sell	6,394 -8,407	-57%	-$425K	0.64%	52
2022 Q4	$737K	Buy	+14,801	New	+$737K	1.63%	21