BA
BCM Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-283,255
| Closed | -$14.3M | – | 47 |
|
|
2019
Q4 | $14.3M | Sell |
283,255
-82,617
| -23% | -$4.16M | 5.19% | 6 |
|
|
2019
Q3 | $18.5M | Sell |
365,872
-14,080
| -4% | -$711K | 7.95% | 4 |
|
|
2019
Q2 | $19.2M | Sell |
379,952
-47,266
| -11% | -$2.38M | 8.77% | 4 |
|
|
2019
Q1 | $21.3M | Buy |
427,218
+18,349
| +4% | +$915K | 10.08% | 4 |
|
|
2018
Q4 | $20.1M | Buy |
408,869
+348,402
| +576% | +$17.1M | 10.19% | 4 |
|
|
2018
Q3 | $2.96M | Buy |
+60,467
| New | +$2.96M | 1.55% | 18 |
|