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Capasso Planning Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Capasso Planning Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,163
Closed -$202K – 95
2022
Q1 		$202K Buy
+4,163
New +$206K 0.14% 84

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CWM
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Capasso Planning Partners's ISTB Position: Q2 2022 in Review

Capasso Planning Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2022, closing a stake of 4,163 shares — an estimated $202K sold.

Capasso Planning Partners first reported a position in ISTB in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 385 funds tracked by Wall St. Rank hold ISTB as of Q2 2022.

  • Capasso Planning Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 4,163 iShares Core 1-5 Year USD Bond ETF shares in Q2 2022, an estimated $202K.
  • Capasso Planning Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2022 and held it in 1 quarter.
  • Capasso Planning Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $202K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2022.

Based on Capasso Planning Partners's 13F filing for Q2 2022, filed 11 Aug 2022.