KWMG
King Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,480
| Closed | -$229K | – | 181 |
|
|
2021
Q3 | $229K | Hold |
4,480
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $230K | Hold |
4,480
| – | – | 0.05% | 155 |
|
|
2021
Q1 | $230K | Sell |
4,480
-33
| -0.7% | -$1.69K | 0.05% | 144 |
|
|
2020
Q4 | $233K | Sell |
4,513
-53
| -1% | -$2.74K | 0.05% | 139 |
|
|
2020
Q3 | $235K | Sell |
4,566
-108
| -2% | -$5.56K | 0.06% | 141 |
|
|
2020
Q2 | $241K | Hold |
4,674
| – | – | 0.07% | 129 |
|
|
2020
Q1 | $236K | Sell |
4,674
-268
| -5% | -$13.5K | 0.1% | 112 |
|
|
2019
Q4 | $249K | Sell |
4,942
-145
| -3% | -$7.31K | 0.07% | 124 |
|
|
2019
Q3 | $257K | Sell |
5,087
-154
| -3% | -$7.78K | 0.07% | 114 |
|
|
2019
Q2 | $264K | Buy |
5,241
+1,207
| +30% | +$60.8K | 0.08% | 113 |
|
|
2019
Q1 | $201K | Buy |
+4,034
| New | +$201K | 0.06% | 131 |
|