Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,371
| Closed | -$255K | – | 104 |
|
|
2023
Q4 | $255K | Hold |
5,371
| – | – | 0.13% | 81 |
|
|
2023
Q3 | $249K | Sell |
5,371
-859
| -14% | -$39.8K | 0.13% | 78 |
|
|
2023
Q2 | $291K | Sell |
6,230
-151,107
| -96% | -$7.05M | 0.15% | 65 |
|
|
2023
Q1 | $7.42M | Buy |
157,337
+27,898
| +22% | +$1.32M | 4.45% | 6 |
|
|
2022
Q4 | $6.01M | Buy |
+129,439
| New | +$6.01M | 4.37% | 6 |
|