Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,449
| Closed | -$700K | – | 466 |
|
|
2022
Q1 | $700K | Sell |
14,449
-9,013
| -38% | -$437K | 0.07% | 223 |
|
|
2021
Q4 | $1.18M | Sell |
23,462
-1,726
| -7% | -$87K | 0.11% | 166 |
|
|
2021
Q3 | $1.29M | Buy |
+25,188
| New | +$1.29M | 0.14% | 153 |
|
|
2018
Q3 | – | Sell |
-54,773
| Closed | -$1.12M | – | 1389 |
|
|
2018
Q2 | $1.12M | Buy |
+54,773
| New | +$1.12M | 0.01% | 729 |
|