West Oak Capital’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
2014
Q3
Sell
-1,400
Closed -$74K 311
2014
Q2
$74K Sell
1,400
-70
-5% -$3.7K 0.05% 133
2014
Q1
$77.5K Sell
1,470
-150
-9% -$7.91K 0.06% 129
2013
Q4
$85.4K Sell
1,620
-490
-23% -$25.8K 0.06% 124
2013
Q3
$111K Buy
+2,110
New +$111K 0.09% 115