EWA
Encompass Wealth Advisors’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
Q4 | – | Sell |
-4,615
| Closed | -$213K | – | 265 |
|
|
2022
Q3 | $213K | Sell |
4,615
-100
| -2% | -$4.62K | 0.08% | 185 |
|
|
2022
Q2 | $223K | Buy |
+4,715
| New | +$223K | 0.08% | 184 |
|
|
2021
Q4 | – | Sell |
-4,055
| Closed | -$207K | – | 371 |
|
|
2021
Q3 | $207K | Hold |
4,055
| – | – | 0.05% | 209 |
|
|
2021
Q2 | $207K | Sell |
4,055
-60
| -1% | -$3.06K | 0.05% | 214 |
|
|
2021
Q1 | $211K | Hold |
4,115
| – | – | 0.05% | 209 |
|
|
2020
Q4 | $212K | Buy |
+4,115
| New | +$212K | 0.12% | 105 |
|