AWM
Apollon Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,470
| Closed | -$344K | – | 881 |
|
2022
Q3 | $344K | Sell |
7,470
-2,845
| -28% | -$131K | 0.03% | 556 |
|
2022
Q2 | $489K | Sell |
10,315
-11,288
| -52% | -$535K | 0.04% | 434 |
|
2022
Q1 | $1.05M | Sell |
21,603
-973
| -4% | -$47.2K | 0.07% | 271 |
|
2021
Q4 | $1.14M | Buy |
22,576
+4,408
| +24% | +$222K | 0.09% | 251 |
|
2021
Q3 | $928K | Buy |
18,168
+8,008
| +79% | +$409K | 0.13% | 151 |
|
2021
Q2 | $521K | Sell |
10,160
-838
| -8% | -$43K | 0.09% | 209 |
|
2021
Q1 | $564K | Buy |
+10,998
| New | +$564K | 0.11% | 187 |
|