H&H Retirement Design & 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
2023
Q1
Sell
-17,933
Closed -$843K 75
2022
Q4
$843K Buy
17,933
+2,329
+15% +$110K 0.71% 29
2022
Q3
$714K Sell
15,604
-510
-3% -$23.3K 0.67% 32
2022
Q2
$767K Buy
+16,114
New +$767K 0.56% 32