Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,193
| Closed | -$198K | – | 1948 |
|
|
2023
Q1 | $198K | Buy |
4,193
+9
| +0.2% | +$424 | 0.01% | 944 |
|
|
2022
Q4 | $194K | Buy |
4,184
+38
| +0.9% | +$1.77K | 0.01% | 913 |
|
|
2022
Q3 | $192K | Hold |
4,146
| – | – | 0.01% | 858 |
|
|
2022
Q2 | $196K | Hold |
4,146
| – | – | 0.01% | 833 |
|
|
2022
Q1 | $201K | Buy |
4,146
+420
| +11% | +$20.4K | 0.01% | 907 |
|
|
2021
Q4 | $188K | Buy |
+3,726
| New | +$188K | 0.01% | 924 |
|