DTIM
Danda Trouve Investment Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53,673
| Closed | -$2.71M | – | 125 |
|
|
2021
Q4 | $2.71M | Sell |
53,673
-3,402
| -6% | -$172K | 3.07% | 15 |
|
|
2021
Q3 | $2.92M | Sell |
57,075
-773
| -1% | -$39.5K | 3.51% | 11 |
|
|
2021
Q2 | $2.97M | Sell |
57,848
-2,058
| -3% | -$106K | 3.52% | 10 |
|
|
2021
Q1 | $3.07M | Sell |
59,906
-4,707
| -7% | -$241K | 3.78% | 10 |
|
|
2020
Q4 | $3.34M | Sell |
64,613
-206
| -0.3% | -$10.6K | 4.07% | 8 |
|
|
2020
Q3 | $3.34M | Sell |
64,819
-511
| -0.8% | -$26.3K | 4.55% | 7 |
|
|
2020
Q2 | $3.36M | Buy |
65,330
+312
| +0.5% | +$16.1K | 5.09% | 4 |
|
|
2020
Q1 | $3.28M | Sell |
65,018
-155
| -0.2% | -$7.83K | 6.81% | 2 |
|
|
2019
Q4 | $3.29M | Buy |
+65,173
| New | +$3.29M | 4.73% | 6 |
|