Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,061
| Closed | -$524K | – | 388 |
|
|
2022
Q2 | $524K | Sell |
11,061
-11,244
| -50% | -$533K | 0.08% | 151 |
|
|
2022
Q1 | $1.08M | Buy |
22,305
+1,340
| +6% | +$64.9K | 0.15% | 89 |
|
|
2021
Q4 | $1.06M | Buy |
20,965
+745
| +4% | +$37.6K | 0.15% | 99 |
|
|
2021
Q3 | $1.03M | Buy |
20,220
+331
| +2% | +$16.9K | 0.16% | 90 |
|
|
2021
Q2 | $1.02M | Buy |
19,889
+1,378
| +7% | +$70.7K | 0.17% | 91 |
|
|
2021
Q1 | $949K | Buy |
+18,511
| New | +$949K | 0.16% | 98 |
|