BerganKDV Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.36M | Buy |
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2023
Q1 | $7.05M | Sell |
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|
2022
Q4 | $7.05M | Sell |
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|
2022
Q3 | $7.64M | Sell |
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|
2022
Q2 | $9.07M | Sell |
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|
2022
Q1 | $9.67M | Buy |
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|
2021
Q4 | $8.95M | Buy |
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|
2021
Q3 | $7.84M | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $26K | Buy |
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