Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $4.13M | Sell |
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|
2021
Q4 | $4.67M | Sell |
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|
2021
Q3 | $4.79M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $4.19M | Buy |
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|
2020
Q4 | $3.97M | Buy |
|