Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,912
| Closed | -$233K | – | 103 |
|
|
2024
Q2 | $233K | Hold |
4,912
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $233K | Hold |
4,912
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $234K | Buy |
+4,912
| New | +$234K | 0.07% | 92 |
|
|
2022
Q1 | – | Sell |
-3,974
| Closed | -$200K | – | 119 |
|
|
2021
Q4 | $200K | Hold |
3,974
| – | – | 0.05% | 111 |
|
|
2021
Q3 | $203K | Sell |
3,974
-881
| -18% | -$45K | 0.05% | 105 |
|
|
2021
Q2 | $249K | Sell |
4,855
-9,829
| -67% | -$504K | 0.06% | 104 |
|
|
2021
Q1 | $753K | Sell |
14,684
-613
| -4% | -$31.4K | 0.18% | 54 |
|
|
2020
Q4 | $790K | Sell |
15,297
-9,717
| -39% | -$502K | 0.2% | 48 |
|
|
2020
Q3 | $1.29M | Sell |
25,014
-99
| -0.4% | -$5.1K | 0.36% | 31 |
|
|
2020
Q2 | $1.29M | Buy |
+25,113
| New | +$1.29M | 0.39% | 31 |
|