WealthPlan Investment Management’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 Q1	–	Sell	-14,261	Closed	-$716K	–	497
2022 Q4	$716K	Sell	14,261 -634	-4%	-$31.8K	0.05%	207
2022 Q3	$747K	Buy	+14,895	New	+$747K	0.05%	190
2022 Q1	$958K	Buy	+18,825	New	+$958K	0.07%	177