LWS Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.64M | Buy |
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|
2023
Q3 | $6.98M | Sell |
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|
2023
Q2 | $10.7M | Sell |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $11.6M | Sell |
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|
2021
Q2 | $11.6M | Buy |
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|
2021
Q1 | $9M | Buy |
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|
2020
Q4 | $6.43M | Buy |
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|
2020
Q3 | $3.45M | Buy |
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|
2020
Q2 | $3.3M | Buy |
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|
2020
Q1 | $2.9M | Sell |
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|
2019
Q4 | $2.93M | Buy |
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