Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,759
| Closed | -$593K | – | 61 |
|
|
2019
Q4 | $593K | Sell |
11,759
-9,620
| -45% | -$485K | 0.54% | 42 |
|
|
2019
Q3 | $1.08M | Sell |
21,379
-19,340
| -47% | -$976K | 1.03% | 26 |
|
|
2019
Q2 | $2.05M | Buy |
40,719
+6,620
| +19% | +$334K | 2.01% | 18 |
|
|
2019
Q1 | $1.7M | Buy |
34,099
+29,000
| +569% | +$1.45M | 1.75% | 20 |
|
|
2018
Q4 | $250K | Buy |
+5,099
| New | +$250K | 0.33% | 36 |
|