Exencial Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $851K | Sell |
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|
2021
Q1 | $877K | Sell |
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|
2020
Q4 | $883K | Sell |
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|
2020
Q3 | $932K | Buy |
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|
2020
Q2 | $930K | Buy |
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|
2020
Q1 | $913K | Buy |
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|
2019
Q4 | $911K | Sell |
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|
2019
Q3 | $962K | Buy |
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|
2019
Q2 | $961K | Hold |
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|
2019
Q1 | $950K | Buy |
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