HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37
| Closed | -$2K | – | 209 |
|
|
2020
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 260 |
|
|
2020
Q3 | – | Sell |
-37
| Closed | -$2K | – | 250 |
|
|
2020
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 242 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$2K | – | 245 |
|
|
2019
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 231 |
|