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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-568	Closed	-$27K	–	824
2022 Q3	$27K	Buy	568 +3	+0.5%	+$142	0.01%	380
2022 Q2	$27K	Buy	565 +3	+0.5%	+$143	0.01%	373
2022 Q1	$27K	Hold	562	–	–	0.01%	364
2021 Q4	$28K	Buy	562 +4	+0.7%	+$203	0.01%	379
2021 Q3	$28K	Buy	558 +2	+0.4%	+$102	0.01%	360
2021 Q2	$29K	Sell	556 -3,331	-86%	-$171K	0.01%	356
2021 Q1	$28	Buy	3,887 +3,336	+605%	+$172K	0.01%	352
2020 Q4	$28K	Buy	551 +3	+0.5%	+$155	0.01%	329
2020 Q3	$28K	Buy	548 +3	+0.6%	+$155	0.01%	312
2020 Q2	$28K	Buy	545 +3	+0.6%	+$153	0.01%	308
2020 Q1	$27K	Buy	542 +2	+0.4%	+$101	0.01%	287
2019 Q4	$27K	Buy	+540	New	+$27.2K	0.01%	330