Currently own $6300 of an ultra-short term bond fund that we have been purchasing $300 a month of, as well as reinvesting the dividends. Would like to sell about $4000 worth and keep the rest (continuing to reinvest dividends and add the $300 in the future). Based on present values, would have a +/- $30 capital loss on the sale. Is there any way to do this without running afoul of of wash sale rules? or is the amount so small I should just not bother to claim the capital loss? Dividends amount to about $10 a month, in case that makes any difference. Thanks in advance...
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