Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-366
| Closed | -$18K | – | 1715 |
|
|
2020
Q1 | $18K | Sell |
366
-1,593
| -81% | -$78.3K | 0.01% | 520 |
|
|
2019
Q4 | $98K | Sell |
1,959
-25,448
| -93% | -$1.27M | 0.03% | 221 |
|
|
2019
Q3 | $1.38M | Sell |
27,407
-102,681
| -79% | -$5.18M | 0.43% | 31 |
|
|
2019
Q2 | $6.55M | Buy |
130,088
+28,193
| +28% | +$1.42M | 2.09% | 13 |
|
|
2019
Q1 | $5.08M | Buy |
101,895
+24,709
| +32% | +$1.23M | 1.7% | 15 |
|
|
2018
Q4 | $3.78M | Buy |
+77,186
| New | +$3.78M | 1.49% | 16 |
|