Buckingham Strategic Wealth’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
Q2
$623K Sell
13,151
-1,471
-10% -$69.7K 0.01% 423
2024
Q1
$694K Sell
14,622
-30,449
-68% -$1.44M 0.01% 403
2023
Q4
$2.14M Buy
+45,071
New +$2.14M 0.03% 225
2021
Q1
Sell
-4,307
Closed -$222K 561
2020
Q4
$222K Buy
+4,307
New +$222K 0.01% 486