Accurate Wealth 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
Q3
Sell
-5,368
Closed -$251K 286
2023
Q2
$251K Sell
5,368
-22,834
-81% -$1.07M 0.08% 226
2023
Q1
$1.33M Buy
28,202
+26,597
+1,657% +$1.25M 0.46% 57
2022
Q4
$75.2K Buy
+1,605
New +$75.2K 0.03% 366