GYL Financial Synergies’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
Q3
$862K Sell
17,701
-27,265
-61% -$1.33M 0.06% 195
2024
Q2
$2.13M Buy
44,966
+330
+0.7% +$15.6K 0.16% 113
2024
Q1
$2.12M Buy
44,636
+1,410
+3% +$66.9K 0.17% 118
2023
Q4
$2.06M Buy
43,226
+505
+1% +$24K 0.17% 122
2023
Q3
$1.98M Sell
42,721
-1,740
-4% -$80.7K 0.19% 110
2023
Q2
$2.07M Buy
44,461
+1,845
+4% +$86.1K 0.19% 109
2023
Q1
$2.01M Buy
+42,616
New +$2.01M 0.24% 87