Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,323
| Closed | -$295K | – | 160 |
|
|
2023
Q2 | $295K | Buy |
6,323
+35
| +0.6% | +$1.63K | 0.08% | 124 |
|
|
2023
Q1 | $297K | Sell |
6,288
-1,929
| -23% | -$91K | 0.08% | 118 |
|
|
2022
Q4 | $382K | Buy |
+8,217
| New | +$382K | 0.11% | 98 |
|
|
2021
Q4 | – | Sell |
-92
| Closed | -$5K | – | 524 |
|
|
2021
Q3 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 645 |
|