Financial Partners Capital 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
Q4 | $2.01M | Buy |
43,284
+18,028
| +71% | +$837K | 0.45% | 55 |
|
|
2022
Q3 | $1.16M | Buy |
25,256
+1,200
| +5% | +$55.3K | 0.28% | 75 |
|
|
2022
Q2 | $1.14M | Buy |
24,056
+14,125
| +142% | +$670K | 0.25% | 81 |
|
|
2022
Q1 | $481K | Buy |
9,931
+1,600
| +19% | +$77.5K | 0.09% | 99 |
|
|
2021
Q4 | $420K | Sell |
8,331
-1,885
| -18% | -$95.1K | 0.07% | 99 |
|
|
2021
Q3 | $522K | Buy |
10,216
+595
| +6% | +$30.4K | 0.1% | 91 |
|
|
2021
Q2 | $493K | Buy |
9,621
+2,345
| +32% | +$120K | 0.09% | 87 |
|
|
2021
Q1 | $373K | Sell |
7,276
-250
| -3% | -$12.8K | 0.08% | 91 |
|
|
2020
Q4 | $389K | Sell |
7,526
-10
| -0.1% | -$516 | 0.09% | 83 |
|
|
2020
Q3 | $388K | Buy |
7,536
+114
| +2% | +$5.88K | 0.1% | 79 |
|
|
2020
Q2 | $382K | Buy |
7,422
+530
| +8% | +$27.3K | 0.11% | 76 |
|
|
2020
Q1 | $348K | Buy |
+6,892
| New | +$348K | 0.11% | 70 |
|