IWA
Independence Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-73,891
| Closed | -$3.73M | – | 24 |
|
|
2019
Q2 | $3.73M | Buy |
73,891
+4,879
| +7% | +$246K | 3.67% | 12 |
|
|
2019
Q1 | $3.44M | Sell |
69,012
-13,699
| -17% | -$683K | 3.71% | 12 |
|
|
2018
Q4 | $4.06M | Sell |
82,711
-38
| -0% | -$1.86K | 4.88% | 12 |
|
|
2018
Q3 | $4.06M | Buy |
82,749
+4,713
| +6% | +$231K | 4.11% | 13 |
|
|
2018
Q2 | $3.83M | Buy |
78,036
+7,936
| +11% | +$389K | 3.98% | 13 |
|
|
2018
Q1 | $3.46M | Sell |
70,100
-762
| -1% | -$37.6K | 3.2% | 15 |
|
|
2017
Q4 | $3.53M | Buy |
+70,862
| New | +$3.53M | 3.23% | 14 |
|