Coppell Advisory Solutions’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
Q3 | – | Sell |
-1,851
| Closed | -$87.7K | – | 1917 |
|
|
2024
Q2 | $87.7K | Buy |
+1,851
| New | +$87.7K | 0.01% | 387 |
|
|
2023
Q4 | – | Sell |
-22,531
| Closed | -$1.05M | – | 1811 |
|
|
2023
Q3 | $1.05M | Buy |
22,531
+22,295
| +9,447% | +$1.04M | 0.36% | 71 |
|
|
2023
Q2 | $11K | Sell |
236
-13,562
| -98% | -$632K | ﹤0.01% | 670 |
|
|
2023
Q1 | $649K | Sell |
13,798
-8,733
| -39% | -$411K | 0.21% | 113 |
|
|
2022
Q4 | $1.05M | Buy |
+22,531
| New | +$1.05M | 0.35% | 74 |
|