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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,283	Closed	-$247K	–	500
2022 Q4	$247K	Sell	5,283 -1,222	-19%	-$57.1K	0.02%	342
2022 Q3	$304K	Buy	+6,505	New	+$304K	0.02%	301
2022 Q1	$599K	Buy	+12,489	New	+$599K	0.04%	228