Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $8.87M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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