LRWA
Long Run Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,886
| Closed | -$834K | – | 88 |
|
|
2023
Q2 | $834K | Hold |
17,886
| – | – | 0.27% | 66 |
|
|
2023
Q1 | $843K | Buy |
17,886
+99
| +0.6% | +$4.67K | 0.29% | 63 |
|
|
2022
Q4 | $826K | Sell |
17,787
-635
| -3% | -$29.5K | 0.3% | 66 |
|
|
2022
Q3 | $849K | Buy |
18,422
+1,152
| +7% | +$53.1K | 0.34% | 64 |
|
|
2022
Q2 | $819K | Sell |
17,270
-12,492
| -42% | -$592K | 0.32% | 62 |
|
|
2022
Q1 | $1.44M | Buy |
29,762
+174
| +0.6% | +$8.43K | 0.5% | 47 |
|
|
2021
Q4 | $1.49M | Buy |
+29,588
| New | +$1.49M | 0.52% | 47 |
|