Marion Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,631
| Closed | -$447K | – | 126 |
|
|
2023
Q3 | $447K | Hold |
9,631
| – | – | 0.16% | 87 |
|
|
2023
Q2 | $449K | Buy |
9,631
+158
| +2% | +$7.37K | 0.16% | 85 |
|
|
2023
Q1 | $447K | Buy |
9,473
+14
| +0.1% | +$660 | 0.17% | 85 |
|
|
2022
Q4 | $439K | Sell |
9,459
-490
| -5% | -$22.8K | 0.19% | 83 |
|
|
2022
Q3 | $459K | Sell |
9,949
-772
| -7% | -$35.6K | 0.24% | 77 |
|
|
2022
Q2 | $508K | Sell |
10,721
-2,926
| -21% | -$139K | 0.27% | 79 |
|
|
2022
Q1 | $661K | Sell |
13,647
-55
| -0.4% | -$2.66K | 0.32% | 65 |
|
|
2021
Q4 | $691K | Buy |
+13,702
| New | +$691K | 0.33% | 64 |
|