Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-532
| Closed | -$25K | – | 864 |
|
|
2024
Q3 | $25K | Hold |
532
| – | – | 0.01% | 630 |
|
|
2024
Q2 | $25K | Hold |
532
| – | – | 0.01% | 628 |
|
|
2024
Q1 | $25.2K | Hold |
532
| – | – | 0.01% | 620 |
|
|
2023
Q4 | $25K | Sell |
532
-118
| -18% | -$5.55K | 0.01% | 590 |
|
|
2023
Q3 | $30.1K | Buy |
+650
| New | +$30.1K | 0.01% | 551 |
|
|
2023
Q1 | $76K | Buy |
+1,611
| New | +$76K | 0.03% | 359 |
|