AFAS
Acorn Financial Advisory Services’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,527
| Closed | -$215K | – | 206 |
|
|
2024
Q1 | $215K | Sell |
4,527
-53,042
| -92% | -$2.52M | 0.04% | 196 |
|
|
2023
Q4 | $2.73M | Sell |
57,569
-17,816
| -24% | -$845K | 0.48% | 22 |
|
|
2023
Q3 | $3.49M | Sell |
75,385
-2,443
| -3% | -$113K | 0.62% | 23 |
|
|
2023
Q2 | $3.63M | Buy |
77,828
+10
| +0% | +$466 | 0.64% | 19 |
|
|
2023
Q1 | $3.67M | Sell |
77,818
-819
| -1% | -$38.6K | 0.71% | 17 |
|
|
2022
Q4 | $3.65M | Sell |
78,637
-34,439
| -30% | -$1.6M | 0.78% | 16 |
|
|
2022
Q3 | $5.21M | Sell |
113,076
-16,964
| -13% | -$782K | 1.24% | 12 |
|
|
2022
Q2 | $6.16M | Sell |
130,040
-754
| -0.6% | -$35.7K | 1.47% | 12 |
|
|
2022
Q1 | $6.34M | Buy |
130,794
+28,218
| +28% | +$1.37M | 1.27% | 12 |
|
|
2021
Q4 | $5.18M | Buy |
102,576
+45,480
| +80% | +$2.3M | 1.04% | 14 |
|
|
2021
Q3 | $2.92M | Buy |
57,096
+24,517
| +75% | +$1.25M | 0.9% | 20 |
|
|
2021
Q2 | $1.67M | Buy |
32,579
+11,590
| +55% | +$595K | 0.49% | 58 |
|
|
2021
Q1 | $1.08M | Buy |
20,989
+1,354
| +7% | +$69.5K | 0.39% | 71 |
|
|
2020
Q4 | $1.01M | Buy |
19,635
+7,385
| +60% | +$381K | 0.4% | 76 |
|
|
2020
Q3 | $631K | Buy |
+12,250
| New | +$631K | 0.33% | 89 |
|