55I LLC’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
2021
Q4
Sell
-4,686
Closed -$239K 507
2021
Q3
$239K Buy
4,686
+771
+20% +$39.3K 0.01% 436
2021
Q2
$201K Buy
+3,915
New +$201K 0.01% 386