MWC
MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-202,797
| Closed | -$9.83M | – | 290 |
|
|
2022
Q1 | $9.83M | Buy |
202,797
+6,402
| +3% | +$310K | 4.08% | 6 |
|
|
2021
Q4 | $9.9M | Buy |
196,395
+13,418
| +7% | +$677K | 4.11% | 6 |
|
|
2021
Q3 | $9.35M | Buy |
182,977
+9,282
| +5% | +$474K | 4.27% | 5 |
|
|
2021
Q2 | $8.91M | Sell |
173,695
-30,515
| -15% | -$1.56M | 4.18% | 6 |
|
|
2021
Q1 | $10.5M | Buy |
204,210
+53,760
| +36% | +$2.76M | 5.32% | 5 |
|
|
2020
Q4 | $7.77M | Buy |
+150,450
| New | +$7.77M | 4.23% | 6 |
|