Financial Advocates Investment 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
Q3 | – | Sell |
-7,870
| Closed | -$373K | – | 784 |
|
|
2022
Q2 | $373K | Sell |
7,870
-1,862
| -19% | -$88.3K | 0.03% | 463 |
|
|
2022
Q1 | $472K | Sell |
9,732
-129
| -1% | -$6.26K | 0.03% | 455 |
|
|
2021
Q4 | $498K | Buy |
9,861
+72
| +0.7% | +$3.64K | 0.03% | 483 |
|
|
2021
Q3 | $500K | Buy |
9,789
+1,551
| +19% | +$79.2K | 0.03% | 473 |
|
|
2021
Q2 | $422K | Buy |
8,238
+280
| +4% | +$14.3K | 0.03% | 507 |
|
|
2021
Q1 | $408K | Buy |
+7,958
| New | +$408K | 0.03% | 518 |
|
|
2020
Q3 | – | Sell |
-2,224
| Closed | -$231K | – | 644 |
|
|
2020
Q2 | $231K | Buy |
+2,224
| New | +$231K | 0.02% | 507 |
|