JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,093
| Closed | -$52K | – | 2018 |
|
|
2023
Q4 | $52K | Buy |
1,093
+12
| +1% | +$571 | ﹤0.01% | 397 |
|
|
2023
Q3 | $50.1K | Buy |
+1,081
| New | +$50.1K | ﹤0.01% | 376 |
|
|
2019
Q4 | – | Sell |
-10,557
| Closed | -$533K | – | 532 |
|
|
2019
Q3 | $533K | Buy |
10,557
+18
| +0.2% | +$909 | 0.14% | 90 |
|
|
2019
Q2 | $531K | Buy |
10,539
+959
| +10% | +$48.3K | 0.13% | 90 |
|
|
2019
Q1 | $478K | Sell |
9,580
-2,724
| -22% | -$136K | 0.12% | 90 |
|
|
2018
Q4 | $604K | Buy |
12,304
+4,816
| +64% | +$236K | 0.16% | 86 |
|
|
2018
Q3 | $367K | Buy |
7,488
+2,237
| +43% | +$110K | 0.09% | 108 |
|
|
2018
Q2 | $258K | Buy |
5,251
+2,360
| +82% | +$116K | 0.07% | 121 |
|
|
2018
Q1 | $143K | Buy |
2,891
+2,470
| +587% | +$122K | 0.04% | 164 |
|
|
2017
Q4 | $21K | Buy |
+421
| New | +$21K | 0.01% | 329 |
|