Ironwood Wealth Management (West Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-377,437
| Closed | -$18.3M | – | 23 |
|
|
2022
Q1 | $18.3M | Buy |
377,437
+4,909
| +1% | +$238K | 13.2% | 1 |
|
|
2021
Q4 | $18.8M | Buy |
372,528
+2,049
| +0.6% | +$103K | 13.15% | 2 |
|
|
2021
Q3 | $18.9M | Buy |
370,479
+66,015
| +22% | +$3.37M | 14.03% | 1 |
|
|
2021
Q2 | $15.6M | Buy |
304,464
+4,264
| +1% | +$219K | 11.2% | 4 |
|
|
2021
Q1 | $15.4M | Buy |
300,200
+4,725
| +2% | +$242K | 12.18% | 4 |
|
|
2020
Q4 | $15.3M | Buy |
+295,475
| New | +$15.3M | 13.74% | 3 |
|