Life Planning Partners’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 |
-2,407
| Closed | -$114K | – | 143 |
|
|
2023
Q4 | $114K | Buy |
+2,407
| New | +$114K | 0.11% | 76 |
|
|
2022
Q3 | $208K | Hold |
4,510
| – | – | 0.24% | 49 |
|
|
2022
Q2 | $213K | Sell |
4,510
-210
| -4% | -$9.92K | 0.24% | 48 |
|
|
2022
Q1 | $229K | Hold |
4,720
| – | – | 0.23% | 46 |
|
|
2021
Q4 | $238K | Buy |
+4,720
| New | +$238K | 0.24% | 44 |
|