Mariner Independent Advisor Network’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 |
-40,830
| Closed | -$2.06M | – | 379 |
|
2019
Q4 | $2.06M | Buy |
40,830
+2,762
| +7% | +$139K | 0.15% | 161 |
|
2019
Q3 | $1.92M | Buy |
38,068
+4,718
| +14% | +$238K | 0.15% | 168 |
|
2019
Q2 | $1.68M | Buy |
33,350
+1,906
| +6% | +$95.8K | 0.13% | 175 |
|
2019
Q1 | $1.56M | Buy |
31,444
+4,880
| +18% | +$242K | 0.13% | 168 |
|
2018
Q4 | $1.31M | Buy |
+26,564
| New | +$1.31M | 0.12% | 191 |
|
2018
Q2 | – | Sell |
-53,736
| Closed | -$2.65M | – | 233 |
|
2018
Q1 | $2.65M | Buy |
+53,736
| New | +$2.65M | 0.16% | 115 |
|
2017
Q3 | – | Sell |
-45,974
| Closed | -$2.31M | – | 174 |
|
2017
Q2 | $2.31M | Buy |
+45,974
| New | +$2.31M | 0.33% | 85 |
|
2015
Q1 | – | Sell |
-8,530
| Closed | -$427K | – | 121 |
|
2014
Q4 | $427K | Buy |
+8,530
| New | +$427K | 0.2% | 94 |
|