Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,061
| Closed | -$457K | – | 112 |
|
|
2019
Q2 | $457K | Buy |
9,061
+82
| +0.9% | +$4.14K | 0.27% | 69 |
|
|
2019
Q1 | $448K | Sell |
8,979
-3,483
| -28% | -$174K | 0.27% | 73 |
|
|
2018
Q4 | $611K | Sell |
12,462
-1,336
| -10% | -$65.5K | 0.42% | 51 |
|
|
2018
Q3 | $676K | Sell |
13,798
-3,990
| -22% | -$195K | 0.42% | 50 |
|
|
2018
Q2 | $873K | Buy |
+17,788
| New | +$873K | 0.57% | 44 |
|