FourThought Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,370
| Closed | -$398K | – | 340 |
|
2023
Q4 | $398K | Sell |
8,370
-7,396
| -47% | -$352K | 0.05% | 214 |
|
2023
Q3 | $731K | Sell |
15,766
-4,359
| -22% | -$202K | 0.1% | 146 |
|
2023
Q2 | $939K | Sell |
20,125
-8,081
| -29% | -$377K | 0.12% | 129 |
|
2023
Q1 | $1.33M | Sell |
28,206
-4,425
| -14% | -$209K | 0.18% | 104 |
|
2022
Q4 | $1.52M | Buy |
+32,631
| New | +$1.52M | 0.22% | 98 |
|