Ackerman Capital Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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 +$229K 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% -$45.1K 0.05% 105
2021
Q2
$249K Sell
4,855
-9,829
-67% -$504K 0.06% 104
2021
Q1
$753K Sell
14,684
-613
-4% -$31.6K 0.18% 54
2020
Q4
$790K Sell
15,297
-9,717
-39% -$501K 0.2% 48
2020
Q3
$1.29M Sell
25,014
-99
-0.4% -$5.11K 0.36% 31
2020
Q2
$1.29M Buy
+25,113
New +$1.28M 0.39% 31

Other funds holding ISTB