Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $595K | Hold |
11,800
| – | – | 0.28% | 48 |
|
|
2021
Q3 | $603K | Buy |
+11,800
| New | +$603K | 0.29% | 46 |
|
|
2020
Q4 | – | Sell |
-8,002
| Closed | -$412K | – | 73 |
|
|
2020
Q3 | $412K | Hold |
8,002
| – | – | 0.18% | 59 |
|
|
2020
Q2 | $412K | Hold |
8,002
| – | – | 0.18% | 57 |
|
|
2020
Q1 | $404K | Hold |
8,002
| – | – | 0.2% | 56 |
|
|
2019
Q4 | $405K | Buy |
8,002
+1
| +0% | +$51 | 0.17% | 61 |
|
|
2019
Q3 | $404K | Buy |
8,001
+15
| +0.2% | +$757 | 0.18% | 60 |
|
|
2019
Q2 | $403K | Hold |
7,986
| – | – | 0.18% | 59 |
|
|
2019
Q1 | $398K | Hold |
7,986
| – | – | 0.18% | 57 |
|
|
2018
Q4 | $392K | Buy |
+7,986
| New | +$392K | 0.2% | 54 |
|