Traverso Chambers Private Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,934	Closed	-$490K	–	109
2022 Q3	$490K	Hold	9,934	–	–	0.15%	71
2022 Q2	$502K	Sell	9,934 -1,990	-17%	-$101K	0.17%	68
2022 Q1	$617K	Sell	11,924 -286	-2%	-$15.1K	0.18%	64
2021 Q4	$658K	Sell	12,210 -500	-4%	-$27.1K	0.2%	63
2021 Q3	$694K	Sell	12,710 -74	-0.6%	-$4.05K	0.22%	57
2021 Q2	$701K	Hold	12,784	–	–	0.22%	57
2021 Q1	$699K	Sell	12,784 -314	-2%	-$17.2K	0.24%	53
2020 Q4	$723K	Sell	13,098 -180	-1%	-$9.9K	0.26%	49
2020 Q3	$729K	Sell	13,278 -137	-1%	-$7.53K	0.28%	44
2020 Q2	$734K	Sell	13,415 -241	-2%	-$13K	0.31%	43
2020 Q1	$715K	Hold	13,656	–	–	0.34%	40
2019 Q4	$732K	Sell	13,656 -131	-1%	-$7.03K	0.31%	44
2019 Q3	$740K	Hold	13,787	–	–	0.35%	39
2019 Q2	$735K	Sell	13,787 -225	-2%	-$11.9K	0.36%	40
2019 Q1	$740K	Hold	14,012	–	–	0.36%	41
2018 Q4	$724K	Buy	+14,012	New	+$722K	0.39%	38