GWM
GDS Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,585
| Closed | -$538K | – | 113 |
|
|
2022
Q4 | $538K | Sell |
11,585
-824
| -7% | -$38.3K | 0.1% | 73 |
|
|
2022
Q3 | $572K | Sell |
12,409
-487,898
| -98% | -$22.5M | 0.13% | 65 |
|
|
2022
Q2 | $23.7M | Buy |
500,307
+20,456
| +4% | +$970K | 5.32% | 3 |
|
|
2022
Q1 | $23.1M | Buy |
479,851
+17,369
| +4% | +$834K | 5.08% | 5 |
|
|
2021
Q4 | $23.3M | Buy |
+462,482
| New | +$23.3M | 5.22% | 5 |
|